Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
5.99%
6 Months
−1.81%
26.63%
1 Year
5.85%
16.86%
3 Years
8.65%
13.24%
5 Years
7.90%
17.56%
Since Inception
16.09%
16.65%
Fund Age
16 yrs 4 mo
10 yrs 1 mo
AUM
₹22.08 Cr
₹11.38 Cr
Alpha – 1 Year
6.20%
12.14%
Alpha – 3 Years
−0.35%
1.15%
Information Ratio – 3 Years
0.11
0.20
Volatility – 1 Year
17.32%
29.32%
Volatility – 3 Years
15.11%
24.13%
Beta – 1 Year
0.79
1.44
Beta – 3 Years
0.87
1.15
Sharpe Ratio – 1 Year
0.10
0.48
Sharpe Ratio – 3 Years
0.36
0.50
Worst Rolling Year
0.88%
-10.45%
Value at Worst Rolling Year
₹1.01 Cr
₹0.90 Cr
Deepest Drawdown
−17.79%
−32.02%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
89.77%
Median Rolling Year
18.31%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
M 1% · S 95%
Number of Stocks
37
28
Portfolio P/E
45.09
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%