Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
3.56%
6 Months
−1.81%
14.31%
1 Year
5.85%
23.04%
3 Years
8.65%
17.41%
5 Years
7.90%
14.44%
Since Inception
16.09%
16.04%
Fund Age
16 yrs 4 mo
5 yrs 2 mo
AUM
₹22.08 Cr
₹246.55 Cr
Alpha – 1 Year
6.20%
18.32%
Alpha – 3 Years
−0.35%
5.32%
Information Ratio – 3 Years
0.11
0.69
Volatility – 1 Year
17.32%
16.66%
Volatility – 3 Years
15.11%
14.65%
Beta – 1 Year
0.79
0.91
Beta – 3 Years
0.87
0.83
Sharpe Ratio – 1 Year
0.10
1.02
Sharpe Ratio – 3 Years
0.36
0.82
Worst Rolling Year
0.88%
13.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.79%
−17.20%
Recovery Period
297 days
198 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 31% · M 25% · S 41%
Number of Stocks
37
33
Portfolio P/E
45.09
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%