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Chanakya Capital - Growth Plan

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Chanakya Capital - Growth Plan

Chanakya Capital - Growth Plan

  • Chanakya Capital Services Private Ltd
  • MULTI CAP
  • 20
    Out of 93*
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Portfolio age 6 years, 7 months
-4.15%
-0.45%
Hurdle Rate** 8.00%
Fixed fee No Option
Min. Investment ₹50 Lac
*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

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (99.74%)
CASH AND EQUIVALENT (0.13%)
OTHERS (0.13%)
Allocation by Market Cap
Small Cap (37.97%)
Large Cap (58.1%)
Mid Cap (3.67%)
Sector Holdings
  • Financial Services 63.35%
  • Metals & Mining 9.04%
  • Automobile and Auto Components 6.48%
  • Capital Goods 4.11%
  • Construction Materials 4.06%
Stock Holdings
  • Axis Bank Ltd 17.21%
  • Bajaj Holdings & Investment Limited 13.50%
  • HDFC Bank Ltd 8.78%
  • Karur Vysya Bank Ltd 5.68%
  • South Indian Bank Ltd 4.96%

PORTFOLIO MANAGERS

Rajesh Kumar Tiwari
  • Manager Rank 22 Out of 131
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM ₹249.71 Cr
  • Highest Return In 1 Yr 3.00%
Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Chanakya Capital - Growth Plan
AUM (₹ Cr)
249.71
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
6 Out of 171
Fixed Fee
No Option
Scheme Return
-4.15%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Chanakya Capital - Growth Plan
1Out of 1
-4.15%
-0.45%
Nifty 50 TRI
MULTI CAP
₹249.71 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
249.71 (As on Feb, 2025)
Inception Date
Aug 13, 2018
Min. Investment
₹50 Lac
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee 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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Investment Philosophy

Objective

Identify potential investee companies Study their values, management quality, business model, competitiveness and future prospects . Focus on companies where service plays a key role 40%-45% of the portfolio in Financial service sector 30-40 shares in the portfolio, of which top 10 shares account for around 60% of the portfolio.

Investment Approach

Identify potential investee companies Study their values, management quality, business model, competitiveness and future prospects . Focus on companies where service plays a key role 40%-45% of the portfolio in Financial service sector 30-40 shares in the portfolio, of which top 10 shares account for around 60% of the portfolio.

CALCULATORS

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Chanakya Capital - Growth Plan
AUM (₹ Cr)
249.71
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 171
Fixed Fee
No Option
Scheme Return
-4.15%
Benchmark Return
-0.45%
Qode All Weather
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 171
Fixed Fee
No Option
Scheme Return
-1.64%
Benchmark Return
-3.49%
Alpha A
AUM (₹ Cr)
112.67
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 171
Fixed Fee
1% or 0%
Scheme Return
-1.79%
Benchmark Return
-0.58%
Maxiom PMS - EMERALD
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6% or 25%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 171
Fixed Fee
2.50%
Scheme Return
-2.78%
Benchmark Return
-0.45%
Qode Tactical Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 171
Fixed Fee
No Option
Scheme Return
-3.09%
Benchmark Return
-3.49%
ATLAS - Multicap PMS Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0% or 20%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 171
Fixed Fee
2.00%
Scheme Return
-3.55%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Chanakya Capital - Growth Plan
1Out of 171
-4.15%
-0.45%
Nifty 50 TRI
MULTI CAP
8.00%
₹249.71 Cr.
Qode All Weather
1Out of 171
-1.64%
-3.49%
S&P BSE 500 TRI
MULTI CAP
10%
₹UNDISC. Cr.
Alpha A
1Out of 171
-1.79%
-0.58%
Nifty 50 TRI
MULTI CAP
No Option
₹112.67 Cr.
Maxiom PMS - EMERALD
1Out of 171
-2.78%
-0.45%
Nifty 50 TRI
MULTI CAP
6% or 25%
₹UNDISC. Cr.
Qode Tactical Fund
1Out of 171
-3.09%
-3.49%
S&P BSE 500 TRI
MULTI CAP
10.00%
₹UNDISC. Cr.
ATLAS - Multicap PMS Fund
1Out of 171
-3.55%
-3.43%
S&P BSE 500 TRI
MULTI CAP
0% or 20%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Chanakya Capital Services Private Ltd
Chanakya Capital Services Private Ltd manages assets worth Rs 249.71 crores. Its current offering of PMS schemes includes 1 Multi Cap scheme.

AUM (₹ cr)

249.71 (As on Feb, 2025)

Number of Schemes

1
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Chanakya Capital - Growth Plan
AUM (₹ Cr)
₹249.71 Cr.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
6 Out of 171
Fixed Fee
No Option
Strategy Return
-4.15%
Benchmark Return
-0.45%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Chanakya Capital - Growth Plan
1Out of 1
-4.15%
-0.45%
Nifty 50 TRI
8.00%
MULTI CAP
₹249.71 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’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 Lac
What type of scheme is Chanakya Capital - Growth Plan?
Chanakya Capital - Growth Plan is an Equity scheme. It falls in the MULTI 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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