Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Composite India - Emerging Star Fund
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%
5.76%
6 Months
−1.81%
25.00%
1 Year
5.85%
17.14%
3 Years
8.65%
16.20%
5 Years
7.90%
15.34%
Since Inception
16.09%
19.60%
Fund Age
16 yrs 4 mo
7 yrs 3 mo
AUM
₹22.08 Cr
₹127.23 Cr
Alpha – 1 Year
6.20%
12.42%
Alpha – 3 Years
−0.35%
4.43%
Information Ratio – 3 Years
0.11
0.38
Volatility – 1 Year
17.32%
23.12%
Volatility – 3 Years
15.11%
20.20%
Beta – 1 Year
0.79
1.18
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.10
0.56
Sharpe Ratio – 3 Years
0.36
0.61
Worst Rolling Year
0.88%
13.55%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−17.79%
−26.74%
Recovery Period
297 days
143 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 26% · M 19% · S 50%
Number of Stocks
37
101
Portfolio P/E
45.09
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%