Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
−1.86%
6 Months
−1.81%
0.50%
1 Year
5.85%
6.34%
3 Years
8.65%
19.74%
5 Years
7.90%
16.62%
Since Inception
16.09%
20.10%
Fund Age
16 yrs 4 mo
6 yrs 1 mo
AUM
₹22.08 Cr
₹56.91 Cr
Alpha – 1 Year
6.20%
1.64%
Alpha – 3 Years
−0.35%
7.64%
Information Ratio – 3 Years
0.11
0.90
Volatility – 1 Year
17.32%
16.52%
Volatility – 3 Years
15.11%
17.18%
Beta – 1 Year
0.79
0.89
Beta – 3 Years
0.87
1.04
Sharpe Ratio – 1 Year
0.10
0.14
Sharpe Ratio – 3 Years
0.36
0.84
Worst Rolling Year
0.88%
18.93%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−17.79%
−18.72%
Recovery Period
297 days
245 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 59% · M 40%
Number of Stocks
37
20
Portfolio P/E
45.09
27.00
Top 5 Holdings
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%