Growth Plan

Chanakya Capital Services Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
13 August 2018
Min. Investment
₹50,00,000
AUM (Cr.)
₹318.42
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Buy and hold strategy with minimal trading .Diversification across sectors

Investment 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.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.96% -0.28% 1.24%
3 MONTHS 9.03% 6.33% 2.70%
6 MONTHS 3.95% 2.92% 1.03%
1 YEAR 17.89% 11.88% 6.01%
2 YEAR 15.46% 10.97% 4.49%
3 YEAR 21.31% 14.32% 6.99%
5 YEAR 22.80% 14.68% 8.12%
SINCE INCEPTION 16.50% 13.17% 3.33%

Calendar Year Performance

Year Return
CY 2025 17.89%
CY 2024 13.11%
CY 2023 33.94%
CY 2022 14.71%
CY 2021 36.33%
CY 2020 11.58%
CY 2019 2.14%
CY 2018 -2.92%

Financial Year Performance

Year Return
FY 26_YTD 18.78%
FY 25 15.16%
FY 24 39.64%
FY 23 10.36%
FY 22 23.31%
FY 21 87.90%
FY 20 -37.98%
FY 19 1.15%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Rajesh Kumar Tiwari

Fund Manager, PMS

Over 3 decades of experience in banking, equity and debt investments Established CCSPL in 2008. Acted as the advisor to Acacia Partners, one of the largest FIIs in India (Ruane Cunniff & Goldfarb) between 2010 to 2017 for the India equity portfolio over USD 2 billion Prior to starting CCPL, Mr. Tiwari was President (Credit) at UTI / Axis Bank. During his 7 years stint, he led expansion of the bank’s corporate credit portfolio from INR 1500 crores to INR 32,000 crores, simultaneously reducing NPA percentage from 6.50% to 0.30%. At UTI / Axis Bank, he led the turnaround of the corporate credit business of the bank to a quality and market leadership position.  Between 1992 to 2001, Mr Tiwari spent 9 years at Unit Trust of India (UTI) where he pioneered and led professional equity research. He is also credited with turning around the India Fund to make it reach the top quartile among Indian offshore funds. He was a part of initial team from IDBI that established the SEBI in 1988. Mr. Tiwari hold PGDM (IIM-A) and Ph. D. (Finance) from University of North Texas Co – founder of Lumens and director of Micasa Education Pvt. Ltd. that runs K-12 schools under the brand name ‘Lumens School’. Its first school was established in 2011 at Vapi, which now has over 600 students and has become known for its quality of education.

Portfolio Details

Portfolio Composition

Large Cap
58.92%
Mid Cap
7.43%
Small Cap
33.24%
Cash & Equivalent
0.03%

Top 5 Holdings

  • Axis Bank Ltd 18.35%
  • Bajaj Holdings & Investment Limited 9.82%
  • HDFC Bank Ltd 8.83%
  • Karur Vysya Bank Ltd. 6.19%
  • South Indian Bank Ltd. 5.84%

Top 5 Sectors

  • Financial Services 64.42%
  • Metals & Mining 9.72%
  • Automobile and Auto Components 7.31%
  • Construction Materials 4.25%
  • Capital Goods 2.57%

Portfolio Characteristics

total number of stocks
203
top 5 stocks percent
49.03%
top 5 sectors percent
88.27%
average market cap
N/A
portfolio age
7 Yrs, 4 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1%

Hurdle: 8%

Profit Sharing: 20%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)