Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Invesco - Challengers
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
1.41%
6 Months
−1.81%
13.18%
1 Year
5.85%
2.91%
3 Years
8.65%
14.27%
5 Years
7.90%
—
Since Inception
16.09%
11.83%
Fund Age
16 yrs 4 mo
4 yrs 11 mo
AUM
₹22.08 Cr
₹31.01 Cr
Alpha – 1 Year
6.20%
−1.81%
Alpha – 3 Years
−0.35%
2.18%
Information Ratio – 3 Years
0.11
0.24
Volatility – 1 Year
17.32%
18.67%
Volatility – 3 Years
15.11%
17.11%
Beta – 1 Year
0.79
0.97
Beta – 3 Years
0.87
0.95
Sharpe Ratio – 1 Year
0.10
-0.04
Sharpe Ratio – 3 Years
0.36
0.56
Worst Rolling Year
0.88%
12.64%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.79%
−24.73%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 22% · M 16% · S 47%
L 37% · M 30% · S 33%
Number of Stocks
37
26
Portfolio P/E
45.09
54.84
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 Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—