Alternative Investment Funds (AIF)Compare Schemes
Chanakya Opportunities Fund vs Matterhorn India Fund
Add SchemeGrowth of ₹1 Crore
Chanakya Opportunities Fund
Matterhorn India Fund
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 6.3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.47%
3.36%
6 Months
8.18%
10.52%
1 Year
3.90%
4.14%
3 Years
—
—
5 Years
—
—
Since Inception
28.15%
17.49%
Fund Age
3 yrs
2 yrs 10 mo
AUM
₹169 Cr
—
Alpha – 1 Year
−2.45%
0.77%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
29.52%
25.82%
Volatility – 3 Years
41.58%
—
Beta – 1 Year
—
1.40
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.09
0.06
Sharpe Ratio – 3 Years
0.66
—
Worst Rolling Year
29.06%
—
Value at Worst Rolling Year
₹1.29 Cr
—
Deepest Drawdown
−16.43%
−20.99%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.06%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
S 34%
L 0% · M 16% · S 75%
Number of Stocks
27
54
Portfolio P/E
17.10
33.41
Top 5 Holdings
Patel Retail Ltd · 6.88%
Amir Chand Jagdish Kumar (Exports) Ltd · 5.79%
Cash & Cash Equivalent · 5.09%
Globe Civil Projects Ltd · 4.80%
Basik Marketing · 3.96%
Rain Industries Ltd
PDS Ltd
Sona BLW Precision Forgings Ltd
Rategain Travel Technologies Ltd
Ramkrishna Forgings Ltd
Top Sectors
Fast Moving Consumer Goods · 12.04%
Capital Goods · 8.05%
Consumer Services · 7.19%
Chemicals · 19.01%
Financial Services · 18.90%
Automobile and Auto Components · 10.26%
Fixed Fee
—
—
Performance Fee / Plan
—
15% of profit, above 9%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%