PMS · Equity · Multi Cap
Chanakya Capital - Growth Plan
Fund size₹336 Cr
Alpha (3Y)8.33%
3Y return16.88%
Fund age8 yrs
Fund Manager
Growth of₹Cr
Chanakya Capital Growth
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Chanakya Capital Growth5.05%19.54%9.30%16.88%17.69%15.84%
NIFTY 50 TRI−7.00%−0.35%−1.19%9.00%8.32%11.01%
Excess over benchmark12.05%19.89%10.49%7.88%9.37%4.83%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.60%
Benchmark approx 13.24%
A standard deviation reflecting historical swings.
Sensitivity
1.08
Beta vs benchmark 1.00 · 8% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.74
Sharpe
Excess return gained per unit of volatility.
Capture ratio
124 / 76
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −17.25% from its 26 Sep 2024 peak to a 04 Mar 2025 trough, and recovered on 09 Jun 2025 after 97 days.
Max drawdowns
−17.25%
Recovery period
97 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme26 Sep 202404 Mar 2025−17.25%159 days09 Jun 202597 days
Benchmark30 Aug 202404 Mar 2025−15.43%186 days––
Scheme
Peak26 Sep 2024
Trough04 Mar 2025
Depth−17.25%
Fell over159 days
Recovered09 Jun 2025
Recovery took97 days
Benchmark
Peak30 Aug 2024
Trough04 Mar 2025
Depth−15.43%
Fell over186 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
192
P/E ratio
18.98
P/B ratio
2.21
Dividend yield
0.28%
Avg market cap
₹2.35 L Cr
Median market cap
₹26,491 Cr
Asset class
Equity
Market cap
Large cap56.63%
Mid cap5.87%
Small cap37.27%
Cash & others0.23%
As on 31 Aug 2026
Fees
VariablePlan A · Shared upside
Fixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 8%
No exit load. Lock-in: Nil.
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