Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
HSBC India Next Portfolio
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%
0.12%
6 Months
−1.81%
7.25%
1 Year
5.85%
6.76%
3 Years
8.65%
11.27%
5 Years
7.90%
11.24%
Since Inception
16.09%
13.42%
Fund Age
16 yrs 4 mo
5 yrs 6 mo
AUM
₹22.08 Cr
₹440.57 Cr
Alpha – 1 Year
6.20%
2.04%
Alpha – 3 Years
−0.35%
−0.82%
Information Ratio – 3 Years
0.11
-0.13
Volatility – 1 Year
17.32%
18.95%
Volatility – 3 Years
15.11%
15.52%
Beta – 1 Year
0.79
1.06
Beta – 3 Years
0.87
0.94
Sharpe Ratio – 1 Year
0.10
0.16
Sharpe Ratio – 3 Years
0.36
0.43
Worst Rolling Year
0.88%
10.24%
Value at Worst Rolling Year
₹1.01 Cr
₹1.10 Cr
Deepest Drawdown
−17.79%
−18.28%
Recovery Period
297 days
489 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 43% · M 35% · S 19%
Number of Stocks
37
28
Portfolio P/E
45.09
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%