Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
InCred Capital - Multicap PMS
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%
6.10%
6 Months
−1.81%
8.11%
1 Year
5.85%
−2.73%
3 Years
8.65%
11.42%
5 Years
7.90%
12.09%
Since Inception
16.09%
13.75%
Fund Age
16 yrs 4 mo
5 yrs 5 mo
AUM
₹22.08 Cr
₹205.48 Cr
Alpha – 1 Year
6.20%
−5.71%
Alpha – 3 Years
−0.35%
−0.47%
Information Ratio – 3 Years
0.11
-0.07
Volatility – 1 Year
17.32%
23.93%
Volatility – 3 Years
15.11%
22.69%
Beta – 1 Year
0.79
1.24
Beta – 3 Years
0.87
1.17
Sharpe Ratio – 1 Year
0.10
-0.23
Sharpe Ratio – 3 Years
0.36
0.35
Worst Rolling Year
0.88%
11.05%
Value at Worst Rolling Year
₹1.01 Cr
₹1.11 Cr
Deepest Drawdown
−17.79%
−29.75%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 28% · M 36% · S 34%
Number of Stocks
37
29
Portfolio P/E
45.09
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%