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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
  • 22
    Out of 123*
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PMS Bazaar
Portfolio age7 years, 4 months
1.13%
1.92%
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 30/11/2025)
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 (0.1%)
Allocation by Market Cap
Small Cap (33.4%)
Mid Cap (7.31%)
Large Cap (59%)
Sector Holdings
  • Financial Services64.32%
  • Metals & Mining9.13%
  • Automobile and Auto Components7.23%
  • Construction Materials4.62%
  • Capital Goods2.97%
Stock Holdings
  • Axis Bank Ltd18.69%
  • Bajaj Holdings & Investment Limited10.09%
  • HDFC Bank Ltd9.03%
  • South Indian Bank Ltd.6.11%
  • Karur Vysya Bank Ltd.5.9%

bt_logoPORTFOLIO MANAGERS

Rajesh Kumar Tiwari
  • Manager Rank45 Out of 173
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM314.76
  • Highest Return In 1 Yr13.15%
Profile

Other Schemes
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Chanakya Capital - Growth Plan
AUM (₹ Cr)
₹314.76 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
69 Out of 259
Fixed Fee
No Option
Scheme Return
1.13%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
314.76
(As on Nov, 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

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Chanakya Capital - Growth Plan
AUM (₹ Cr)
₹314.76 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
69 Out of 259
Fixed Fee
No Option
Scheme Return
1.13%
Benchmark Return
1.92%
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
*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 314.76 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

314.76 (As on Nov, 2025)

Number of Schemes

1
Schemes From This AMC
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  • Grid
Compare
Chanakya Capital - Growth Plan
AUM (₹ Cr)
₹314.76 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
69 Out of 259
Fixed Fee
No Option
Scheme Return
1.13%
Benchmark Return
1.92%
*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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