Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
2.00%
6 Months
−1.81%
4.51%
1 Year
5.85%
15.12%
3 Years
8.65%
22.90%
5 Years
7.90%
—
Since Inception
16.09%
24.96%
Fund Age
16 yrs 4 mo
4 yrs 7 mo
AUM
₹22.08 Cr
₹136 Cr
Alpha – 1 Year
6.20%
10.40%
Alpha – 3 Years
−0.35%
10.82%
Information Ratio – 3 Years
0.11
1.17
Volatility – 1 Year
17.32%
19.24%
Volatility – 3 Years
15.11%
20.81%
Beta – 1 Year
0.79
1.07
Beta – 3 Years
0.87
1.25
Sharpe Ratio – 1 Year
0.10
0.55
Sharpe Ratio – 3 Years
0.36
0.85
Worst Rolling Year
0.88%
21.90%
Value at Worst Rolling Year
₹1.01 Cr
₹1.22 Cr
Deepest Drawdown
−17.79%
−25.24%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 53% · M 22% · S 20%
Number of Stocks
37
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%