Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
−1.81%
32.15%
1 Year
5.85%
16.77%
3 Years
8.65%
19.00%
5 Years
7.90%
20.10%
Since Inception
16.09%
27.01%
Fund Age
16 yrs 4 mo
6 yrs 10 mo
AUM
₹22.08 Cr
₹247.64 Cr
Alpha – 1 Year
6.20%
13.79%
Alpha – 3 Years
−0.35%
7.10%
Information Ratio – 3 Years
0.11
0.30
Volatility – 1 Year
17.32%
39.13%
Volatility – 3 Years
15.11%
29.47%
Beta – 1 Year
0.79
1.87
Beta – 3 Years
0.87
1.36
Sharpe Ratio – 1 Year
0.10
0.42
Sharpe Ratio – 3 Years
0.36
0.55
Worst Rolling Year
0.88%
15.03%
Value at Worst Rolling Year
₹1.01 Cr
₹1.15 Cr
Deepest Drawdown
−17.79%
−35.86%
Recovery Period
297 days
94 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
S 80%
Number of Stocks
37
42
Portfolio P/E
45.09
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%