Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.68%
−3.81%
6 Months
−1.81%
10.86%
1 Year
5.85%
−4.49%
3 Years
8.65%
22.00%
5 Years
7.90%
21.09%
Since Inception
16.09%
7.35%
Fund Age
16 yrs 4 mo
8 yrs 9 mo
AUM
₹22.08 Cr
₹1,454.75 Cr
Alpha – 1 Year
6.20%
−7.47%
Alpha – 3 Years
−0.35%
10.11%
Information Ratio – 3 Years
0.11
0.32
Volatility – 1 Year
17.32%
31.30%
Volatility – 3 Years
15.11%
27.30%
Beta – 1 Year
0.79
1.42
Beta – 3 Years
0.87
1.22
Sharpe Ratio – 1 Year
0.10
-0.18
Sharpe Ratio – 3 Years
0.36
0.66
Worst Rolling Year
0.88%
-30.88%
Value at Worst Rolling Year
₹1.01 Cr
₹0.69 Cr
Deepest Drawdown
−17.79%
−34.06%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
83.55%
Median Rolling Year
18.31%
31.74%
5-Year Rolling Windows Positive
100.00%
82.61%
Market-Cap Mix
L 22% · M 16% · S 47%
L 0% · S 88%
Number of Stocks
37
—
Portfolio P/E
45.09
—
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%