Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
1.68%
6 Months
−1.81%
12.22%
1 Year
5.85%
16.41%
3 Years
8.65%
12.88%
5 Years
7.90%
—
Since Inception
16.09%
15.20%
Fund Age
16 yrs 4 mo
3 yrs 7 mo
AUM
₹22.08 Cr
₹890.3 Cr
Alpha – 1 Year
6.20%
11.69%
Alpha – 3 Years
−0.35%
0.79%
Information Ratio – 3 Years
0.11
0.11
Volatility – 1 Year
17.32%
18.16%
Volatility – 3 Years
15.11%
14.87%
Beta – 1 Year
0.79
0.92
Beta – 3 Years
0.87
0.86
Sharpe Ratio – 1 Year
0.10
0.64
Sharpe Ratio – 3 Years
0.36
0.54
Worst Rolling Year
0.88%
11.39%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−17.79%
−18.04%
Recovery Period
297 days
487 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 31% · M 50% · S 18%
Number of Stocks
37
20
Portfolio P/E
45.09
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%