Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Concept Investwell - Dynamic
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
5.38%
6 Months
−1.81%
7.13%
1 Year
5.85%
11.04%
3 Years
8.65%
7.66%
5 Years
7.90%
8.70%
Since Inception
16.09%
14.13%
Fund Age
16 yrs 4 mo
6 yrs 10 mo
AUM
₹22.08 Cr
₹3.45 Cr
Alpha – 1 Year
6.20%
8.06%
Alpha – 3 Years
−0.35%
−4.24%
Information Ratio – 3 Years
0.11
-0.53
Volatility – 1 Year
17.32%
15.44%
Volatility – 3 Years
15.11%
15.96%
Beta – 1 Year
0.79
0.84
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.10
0.40
Sharpe Ratio – 3 Years
0.36
0.20
Worst Rolling Year
0.88%
3.12%
Value at Worst Rolling Year
₹1.01 Cr
₹1.03 Cr
Deepest Drawdown
−17.79%
−27.30%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
14.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 64% · M 36%
Number of Stocks
37
23
Portfolio P/E
45.09
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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%