Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
0.18%
6 Months
−1.81%
2.87%
1 Year
5.85%
3.77%
3 Years
8.65%
6.69%
5 Years
7.90%
6.74%
Since Inception
16.09%
10.62%
Fund Age
16 yrs 4 mo
12 yrs 1 mo
AUM
₹22.08 Cr
₹61.33 Cr
Alpha – 1 Year
6.20%
−5.66%
Alpha – 3 Years
−0.35%
−3.03%
Information Ratio – 3 Years
0.11
-1.20
Volatility – 1 Year
17.32%
3.14%
Volatility – 3 Years
15.11%
2.07%
Beta – 1 Year
0.79
-0.20
Beta – 3 Years
0.87
-0.08
Sharpe Ratio – 1 Year
0.10
-0.40
Sharpe Ratio – 3 Years
0.36
0.62
Worst Rolling Year
0.88%
-3.43%
Value at Worst Rolling Year
₹1.01 Cr
₹0.97 Cr
Deepest Drawdown
−17.79%
—
Recovery Period
297 days
—
1-Year Rolling Windows Positive
99.98%
99.16%
Median Rolling Year
18.31%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Others · 92.72%
Government · 7.02%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%