Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
JM Financial - India Resurgent
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%
4.15%
6 Months
−1.81%
18.21%
1 Year
5.85%
19.11%
3 Years
8.65%
23.58%
5 Years
7.90%
18.40%
Since Inception
16.09%
13.93%
Fund Age
16 yrs 4 mo
11 yrs 4 mo
AUM
₹22.08 Cr
₹13.37 Cr
Alpha – 1 Year
6.20%
16.13%
Alpha – 3 Years
−0.35%
11.69%
Information Ratio – 3 Years
0.11
1.24
Volatility – 1 Year
17.32%
18.18%
Volatility – 3 Years
15.11%
17.99%
Beta – 1 Year
0.79
0.94
Beta – 3 Years
0.87
1.01
Sharpe Ratio – 1 Year
0.10
0.75
Sharpe Ratio – 3 Years
0.36
0.97
Worst Rolling Year
0.88%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.79%
−20.05%
Recovery Period
297 days
162 days
1-Year Rolling Windows Positive
99.98%
—
Median Rolling Year
18.31%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 27% · M 15% · S 55%
Number of Stocks
37
32
Portfolio P/E
45.09
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%