Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
1.81%
6 Months
−1.81%
9.83%
1 Year
5.85%
13.53%
3 Years
8.65%
28.65%
5 Years
7.90%
30.15%
Since Inception
16.09%
22.72%
Fund Age
16 yrs 4 mo
8 yrs 8 mo
AUM
₹22.08 Cr
₹1,835.92 Cr
Alpha – 1 Year
6.20%
8.81%
Alpha – 3 Years
−0.35%
16.56%
Information Ratio – 3 Years
0.11
1.28
Volatility – 1 Year
17.32%
19.12%
Volatility – 3 Years
15.11%
18.89%
Beta – 1 Year
0.79
0.96
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.10
0.47
Sharpe Ratio – 3 Years
0.36
1.16
Worst Rolling Year
0.88%
-6.00%
Value at Worst Rolling Year
₹1.01 Cr
₹0.94 Cr
Deepest Drawdown
−17.79%
−13.66%
Recovery Period
297 days
411 days
1-Year Rolling Windows Positive
99.98%
97.32%
Median Rolling Year
18.31%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%