Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.10%
2.21%
6 Months
2.75%
21.04%
1 Year
19.54%
21.34%
3 Years
16.88%
19.08%
5 Years
17.69%
23.67%
Since Inception
15.84%
—
Fund Age
8 yrs
6 yrs 4 mo
AUM
₹335.72 Cr
₹364.08 Cr
Alpha – 1 Year
19.89%
21.69%
Alpha – 3 Years
7.88%
10.08%
Information Ratio – 3 Years
0.91
0.52
Volatility – 1 Year
22.09%
32.28%
Volatility – 3 Years
17.60%
28.08%
Beta – 1 Year
1.28
1.47
Beta – 3 Years
1.08
1.60
Sharpe Ratio – 1 Year
0.68
0.58
Sharpe Ratio – 3 Years
0.74
0.57
Worst Rolling Year
9.01%
15.61%
Value at Worst Rolling Year
₹1.09 Cr
₹1.16 Cr
Deepest Drawdown
−17.25%
−31.98%
Recovery Period
97 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 90% · M 10%
Number of Stocks
192
—
Portfolio P/E
18.98
—
Top 5 Holdings
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
7.50% / yr
Performance Fee / Plan
20% of profit, above 8%
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%