Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
2.93%
6 Months
−1.81%
27.08%
1 Year
5.85%
22.70%
3 Years
8.65%
18.13%
5 Years
7.90%
21.00%
Since Inception
16.09%
30.05%
Fund Age
16 yrs 4 mo
5 yrs 9 mo
AUM
₹22.08 Cr
₹670.5 Cr
Alpha – 1 Year
6.20%
17.98%
Alpha – 3 Years
−0.35%
6.04%
Information Ratio – 3 Years
0.11
0.67
Volatility – 1 Year
17.32%
26.20%
Volatility – 3 Years
15.11%
22.70%
Beta – 1 Year
0.79
1.32
Beta – 3 Years
0.87
1.09
Sharpe Ratio – 1 Year
0.10
0.70
Sharpe Ratio – 3 Years
0.36
0.71
Worst Rolling Year
0.88%
15.94%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−17.79%
−31.21%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
S 95%
Number of Stocks
37
26
Portfolio P/E
45.09
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%