Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
4.42%
6 Months
−1.81%
4.79%
1 Year
5.85%
−0.59%
3 Years
8.65%
11.57%
5 Years
7.90%
13.86%
Since Inception
16.09%
15.96%
Fund Age
16 yrs 4 mo
5 yrs 5 mo
AUM
₹22.08 Cr
₹45.81 Cr
Alpha – 1 Year
6.20%
−5.31%
Alpha – 3 Years
−0.35%
−0.52%
Information Ratio – 3 Years
0.11
-0.06
Volatility – 1 Year
17.32%
21.96%
Volatility – 3 Years
15.11%
17.35%
Beta – 1 Year
0.79
1.19
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.10
-0.16
Sharpe Ratio – 3 Years
0.36
0.42
Worst Rolling Year
0.88%
10.84%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−17.79%
−22.24%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 23% · M 4% · S 73%
Number of Stocks
37
16
Portfolio P/E
45.09
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%