Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Composite India - GARP 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%
3.99%
6 Months
−1.81%
22.77%
1 Year
5.85%
24.21%
3 Years
8.65%
13.20%
5 Years
7.90%
12.56%
Since Inception
16.09%
18.69%
Fund Age
16 yrs 4 mo
7 yrs 4 mo
AUM
₹22.08 Cr
₹114.64 Cr
Alpha – 1 Year
6.20%
19.49%
Alpha – 3 Years
−0.35%
1.43%
Information Ratio – 3 Years
0.11
0.12
Volatility – 1 Year
17.32%
24.82%
Volatility – 3 Years
15.11%
21.64%
Beta – 1 Year
0.79
1.34
Beta – 3 Years
0.87
1.13
Sharpe Ratio – 1 Year
0.10
0.78
Sharpe Ratio – 3 Years
0.36
0.46
Worst Rolling Year
0.88%
10.43%
Value at Worst Rolling Year
₹1.01 Cr
₹1.10 Cr
Deepest Drawdown
−17.79%
−24.42%
Recovery Period
297 days
92 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 20% · M 28% · S 47%
Number of Stocks
37
32
Portfolio P/E
45.09
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%