Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
0.53%
6 Months
−1.81%
5.22%
1 Year
5.85%
8.94%
3 Years
8.65%
10.33%
5 Years
7.90%
10.77%
Since Inception
16.09%
10.49%
Fund Age
16 yrs 4 mo
9 yrs 9 mo
AUM
₹22.08 Cr
₹67.62 Cr
Alpha – 1 Year
6.20%
−0.44%
Alpha – 3 Years
−0.35%
0.76%
Information Ratio – 3 Years
0.11
0.44
Volatility – 1 Year
17.32%
2.31%
Volatility – 3 Years
15.11%
1.38%
Beta – 1 Year
0.79
0.41
Beta – 3 Years
0.87
0.46
Sharpe Ratio – 1 Year
0.10
1.46
Sharpe Ratio – 3 Years
0.36
3.36
Worst Rolling Year
0.88%
9.87%
Value at Worst Rolling Year
₹1.01 Cr
₹1.10 Cr
Deepest Drawdown
−17.79%
—
Recovery Period
297 days
—
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Others · 99.75%
Government · 0.23%
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%