Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
3.17%
6 Months
2.75%
10.91%
1 Year
19.54%
10.45%
3 Years
16.88%
10.60%
5 Years
17.69%
10.74%
Since Inception
15.84%
18.07%
Fund Age
8 yrs
9 yrs 2 mo
AUM
₹335.72 Cr
₹11,464.61 Cr
Alpha – 1 Year
19.89%
5.73%
Alpha – 3 Years
7.88%
−1.49%
Information Ratio – 3 Years
0.91
-0.11
Volatility – 1 Year
22.09%
18.78%
Volatility – 3 Years
17.60%
16.83%
Beta – 1 Year
1.28
1.04
Beta – 3 Years
1.08
1.02
Sharpe Ratio – 1 Year
0.68
0.34
Sharpe Ratio – 3 Years
0.74
0.37
Worst Rolling Year
9.01%
4.89%
Value at Worst Rolling Year
₹1.09 Cr
₹1.05 Cr
Deepest Drawdown
−17.25%
−19.94%
Recovery Period
97 days
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.38%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 24% · M 11% · S 66%
Number of Stocks
192
—
Portfolio P/E
18.98
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%