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Chanakya Capital - Growth Plan
Chanakya Capital - Growth Plan

Chanakya Capital - Growth Plan

  • Chanakya Capital Services Private Ltd
  • Multi Cap AND Flexi Cap
  • 19
    Out of 123*
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PMS Bazaar
Portfolio age7 years, 6 months
0.96%
-0.28%
Hurdle Rate**8.00%
Fixed feeNo Option
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/12/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0.03%)
Allocation by Market Cap
Small Cap (33.24%)
Mid Cap (7.43%)
Large Cap (58.92%)
Sector Holdings
  • Financial Services64.42%
  • Metals & Mining9.72%
  • Automobile and Auto Components7.31%
  • Construction Materials4.25%
  • Capital Goods2.57%
Stock Holdings
  • Axis Bank Ltd18.35%
  • Bajaj Holdings & Investment Limited9.82%
  • HDFC Bank Ltd8.83%
  • Karur Vysya Bank Ltd.6.19%
  • South Indian Bank Ltd.5.84%

bt_logoPORTFOLIO MANAGERS

Rajesh Kumar Tiwari
  • Manager Rank43 Out of 172
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM318.42
  • Highest Return In 1 Yr17.89%
Profile

Other Schemes
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Chanakya Capital - Growth Plan
AUM (₹ Cr)
₹318.42 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
30 Out of 263
Fixed Fee
No Option
Scheme Return
0.96%
Benchmark Return
-0.28%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
318.42
(As on Dec, 2025)
Inception Date
Aug 13, 2018
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
1.00%
Hurdle Rate
8.00%
Profit Sharing
20% Profit Sharing above 8% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Chanakya Capitals core investment strategy focuses on listed Indian equities , with a particular emphasis on a balanced mix of good businesses with quality management and turn-around companies available at great value.Our investee companies are led by quality and innovativemanagement and presence in business segments characterized by high growth and long-term sustained competitive edge.We do not invest in a company if there is insufficient margin of safety, no matter how “great” it seems on the outside.

Investment Approach

Buy and hold strategy with minimal trading .Diversification across sectors

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Chanakya Capital - Growth Plan
AUM (₹ Cr)
₹318.42 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
30 Out of 263
Fixed Fee
No Option
Scheme Return
0.96%
Benchmark Return
-0.28%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
-0.24%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
-0.28%
Globe Capital - Arbitrage
AUM (₹ Cr)
₹263.54 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
2.50%
Scheme Return
4.03%
Benchmark Return
-0.24%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 263
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
-0.28%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 263
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
-0.28%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Chanakya Capital Services Private Ltd
Chanakya Capital Services Private Ltd manages assets worth Rs 318.41 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

318.41 (As on Dec, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Chanakya Capital - Growth Plan
AUM (₹ Cr)
₹318.42 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
30 Out of 263
Fixed Fee
No Option
Scheme Return
0.96%
Benchmark Return
-0.28%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Chanakya Capital - Growth Plan?
The hurdle rate of Chanakya Capital - Growth Plan is 8.00%.
What is the fixed fee charged in Chanakya Capital - Growth Plan ?
The fixed fee charged in Chanakya Capital - Growth Plan is No Option.
What is the variable fee charged in Chanakya Capital - Growth Plan ?
The variable fee charged in Chanakya Capital - Growth Plan is 1.00%.
What is the profit sharing in Chanakya Capital - Growth Plan ?
The profit sharing in Chanakya Capital - Growth Plan is 20% Profit Sharing above 8% Hurdle.
What is the minimum investment in Chanakya Capital - Growth Plan ?
The minimum investment in Chanakya Capital - Growth Plan is ₹50 Lacs
What type of scheme is Chanakya Capital - Growth Plan?
Chanakya Capital - Growth Plan is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Chanakya Capital - Growth Plan?
The inception date of Chanakya Capital - Growth Plan is Aug 13, 2018.
What is the exit load of Chanakya Capital - Growth Plan?
Exit load is 0%

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