Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Bonanza - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
3.68%
6 Months
−5.38%
−1.81%
1 Year
−6.70%
5.85%
3 Years
7.98%
8.65%
5 Years
—
7.90%
Since Inception
7.98%
16.09%
Fund Age
2 yrs 11 mo
16 yrs 4 mo
AUM
₹7.31 Cr
₹22.08 Cr
Alpha – 1 Year
−6.35%
6.20%
Alpha – 3 Years
−1.02%
−0.35%
Information Ratio – 3 Years
-0.08
0.11
Volatility – 1 Year
17.44%
17.32%
Volatility – 3 Years
15.65%
15.11%
Beta – 1 Year
1.08
0.79
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
-0.61
0.10
Sharpe Ratio – 3 Years
0.22
0.36
Worst Rolling Year
—
0.88%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−21.15%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
—
99.98%
Median Rolling Year
—
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 22% · M 16% · S 47%
Number of Stocks
66
37
Portfolio P/E
27.03
45.09
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%