Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Bonanza - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.68%
6 Months
10.76%
−1.81%
1 Year
8.14%
5.85%
3 Years
7.76%
8.65%
5 Years
10.03%
7.90%
Since Inception
11.69%
16.09%
Fund Age
6 yrs 8 mo
16 yrs 4 mo
AUM
₹87.23 Cr
₹22.08 Cr
Alpha – 1 Year
8.57%
6.20%
Alpha – 3 Years
−0.81%
−0.35%
Information Ratio – 3 Years
0.02
0.11
Volatility – 1 Year
23.09%
17.32%
Volatility – 3 Years
18.26%
15.11%
Beta – 1 Year
1.29
0.79
Beta – 3 Years
1.11
0.87
Sharpe Ratio – 1 Year
0.21
0.10
Sharpe Ratio – 3 Years
0.22
0.36
Worst Rolling Year
6.59%
0.88%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−25.42%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
13.94%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 22% · M 16% · S 47%
Number of Stocks
41
37
Portfolio P/E
25.23
45.09
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp 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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%