Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Karma - Wealth Builder
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%
4.30%
6 Months
−1.81%
9.50%
1 Year
5.85%
10.30%
3 Years
8.65%
13.40%
5 Years
7.90%
13.85%
Since Inception
16.09%
12.90%
Fund Age
16 yrs 4 mo
19 yrs 8 mo
AUM
₹22.08 Cr
₹295.65 Cr
Alpha – 1 Year
6.20%
5.60%
Alpha – 3 Years
−0.35%
1.30%
Information Ratio – 3 Years
0.11
0.46
Volatility – 1 Year
17.32%
20.18%
Volatility – 3 Years
15.11%
17.30%
Beta – 1 Year
0.79
1.09
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.10
0.32
Sharpe Ratio – 3 Years
0.36
0.49
Worst Rolling Year
0.88%
-20.52%
Value at Worst Rolling Year
₹1.01 Cr
₹0.79 Cr
Deepest Drawdown
−17.79%
−12.92%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
82.46%
Median Rolling Year
18.31%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 22% · M 16% · S 47%
L 21% · M 15% · S 62%
Number of Stocks
37
—
Portfolio P/E
45.09
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –