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Chanakya Growth Plan PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Chanakya Growth Plan PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.326.16 Cr.

Over the last 1 year, it delivered a strong return of 9.06%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.

Chanakya Growth Plan PMS Strategy or Investment Approach - PMS Details

Strategy Name

Growth Plan

Start Date

13 August 2018

Category

MULTI CAP & FLEXI CAP

Benchmark

Nifty 50 TRI

AUM (Rs.)

Rs.326.16 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Rajesh Kumar Tiwari

1 Yr. Return

9.06%

3 Yr. Return

19.60%

5 Yr. Return

18.60%

Chanakya Growth Plan Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

199

Top 5 Stocks%

48.72%

Top 5 Sectors%

89.48%

Portfolio Age

7 Yrs, 10 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Chanakya Growth Plan PMS Strategy - Cost or Charges

Fixed Fees

No Fixed Fees

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Chanakya Growth Plan PMS Investment Approach - Portfolio Composition

Large Cap

58.29%

Mid Cap

4.89%

Small Cap

36.68%

Cash & Equivalent

0.14%

Check out Business Opportunities with Similar Brands

Chanakya Growth Plan Portfolio Strategy - Top 5 Sectors

Financial Services

63.91%

Automobile and Auto Components

8.59%

Capital Goods

2.38%

Const/Bldg Material

4.63%

Metal & Mining

9.97%

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