Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
4.22%
6 Months
−1.81%
14.78%
1 Year
5.85%
3.60%
3 Years
8.65%
26.42%
5 Years
7.90%
15.65%
Since Inception
16.09%
19.18%
Fund Age
16 yrs 4 mo
5 yrs 5 mo
AUM
₹22.08 Cr
₹730.87 Cr
Alpha – 1 Year
6.20%
0.62%
Alpha – 3 Years
−0.35%
14.53%
Information Ratio – 3 Years
0.11
0.84
Volatility – 1 Year
17.32%
21.03%
Volatility – 3 Years
15.11%
18.57%
Beta – 1 Year
0.79
0.98
Beta – 3 Years
0.87
0.72
Sharpe Ratio – 1 Year
0.10
0.01
Sharpe Ratio – 3 Years
0.36
1.08
Worst Rolling Year
0.88%
8.04%
Value at Worst Rolling Year
₹1.01 Cr
₹1.08 Cr
Deepest Drawdown
−17.79%
−22.15%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 11% · M 7% · S 82%
Number of Stocks
37
17
Portfolio P/E
45.09
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%