Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
−1.81%
2.75%
1 Year
5.85%
19.54%
3 Years
8.65%
16.88%
5 Years
7.90%
17.69%
Since Inception
16.09%
15.84%
Fund Age
16 yrs 4 mo
8 yrs
AUM
₹22.08 Cr
₹335.72 Cr
Alpha – 1 Year
6.20%
19.89%
Alpha – 3 Years
−0.35%
7.88%
Information Ratio – 3 Years
0.11
0.91
Volatility – 1 Year
17.32%
22.09%
Volatility – 3 Years
15.11%
17.60%
Beta – 1 Year
0.79
1.28
Beta – 3 Years
0.87
1.08
Sharpe Ratio – 1 Year
0.10
0.68
Sharpe Ratio – 3 Years
0.36
0.74
Worst Rolling Year
0.88%
9.01%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−17.79%
−17.25%
Recovery Period
297 days
97 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 57% · M 6% · S 37%
Number of Stocks
37
192
Portfolio P/E
45.09
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%