Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
ValueQuest - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.10%
1.42%
6 Months
2.75%
31.94%
1 Year
19.54%
21.84%
3 Years
16.88%
17.21%
5 Years
17.69%
16.75%
Since Inception
15.84%
18.18%
Fund Age
8 yrs
13 yrs 5 mo
AUM
₹335.72 Cr
₹2,035.08 Cr
Alpha – 1 Year
19.89%
18.86%
Alpha – 3 Years
7.88%
5.32%
Information Ratio – 3 Years
0.91
0.50
Volatility – 1 Year
22.09%
24.29%
Volatility – 3 Years
17.60%
19.24%
Beta – 1 Year
1.28
1.15
Beta – 3 Years
1.08
1.04
Sharpe Ratio – 1 Year
0.68
0.70
Sharpe Ratio – 3 Years
0.74
0.65
Worst Rolling Year
9.01%
-15.08%
Value at Worst Rolling Year
₹1.09 Cr
₹0.85 Cr
Deepest Drawdown
−17.25%
−8.16%
Recovery Period
97 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
21.38%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 57% · M 6% · S 37%
L 23% · M 1% · S 69%
Number of Stocks
192
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%