Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
2.75%
13.10%
1 Year
19.54%
18.11%
3 Years
16.88%
14.56%
5 Years
17.69%
8.71%
Since Inception
15.84%
13.67%
Fund Age
8 yrs
11 yrs 2 mo
AUM
₹335.72 Cr
₹138.06 Cr
Alpha – 1 Year
19.89%
18.46%
Alpha – 3 Years
7.88%
5.57%
Information Ratio – 3 Years
0.91
0.62
Volatility – 1 Year
22.09%
22.83%
Volatility – 3 Years
17.60%
16.72%
Beta – 1 Year
1.28
1.29
Beta – 3 Years
1.08
1.00
Sharpe Ratio – 1 Year
0.68
0.61
Sharpe Ratio – 3 Years
0.74
0.55
Worst Rolling Year
9.01%
-8.44%
Value at Worst Rolling Year
₹1.09 Cr
₹0.92 Cr
Deepest Drawdown
−17.25%
−17.10%
Recovery Period
97 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
21.38%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 57% · M 6% · S 37%
L 38% · M 14% · S 45%
Number of Stocks
192
18
Portfolio P/E
18.98
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%