Portfolio Management Services (PMS)Compare Schemes
Chanakya Capital - Growth Plan vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Chanakya Capital - Growth Plan
Xylem Maverick Strategy
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%
9.42%
6 Months
2.75%
52.78%
1 Year
19.54%
27.27%
3 Years
16.88%
—
5 Years
17.69%
—
Since Inception
15.84%
23.72%
Fund Age
8 yrs
19 mo
AUM
₹335.72 Cr
₹71.55 Cr
Alpha – 1 Year
19.89%
22.55%
Alpha – 3 Years
7.88%
—
Information Ratio – 3 Years
0.91
—
Volatility – 1 Year
22.09%
31.93%
Volatility – 3 Years
17.60%
—
Beta – 1 Year
1.28
1.29
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.68
0.74
Sharpe Ratio – 3 Years
0.74
—
Worst Rolling Year
9.01%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−17.25%
−27.01%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.38%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 57% · M 6% · S 37%
S 96%
Number of Stocks
192
19
Portfolio P/E
18.98
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%