Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
0.97%
6 Months
−1.81%
6.33%
1 Year
5.85%
−0.99%
3 Years
8.65%
6.26%
5 Years
7.90%
6.47%
Since Inception
16.09%
5.18%
Fund Age
16 yrs 4 mo
19 yrs 5 mo
AUM
₹22.08 Cr
₹95.89 Cr
Alpha – 1 Year
6.20%
2.51%
Alpha – 3 Years
−0.35%
−2.73%
Information Ratio – 3 Years
0.11
-0.10
Volatility – 1 Year
17.32%
20.93%
Volatility – 3 Years
15.11%
17.77%
Beta – 1 Year
0.79
1.14
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.10
-0.20
Sharpe Ratio – 3 Years
0.36
0.23
Worst Rolling Year
0.88%
-21.50%
Value at Worst Rolling Year
₹1.01 Cr
₹0.79 Cr
Deepest Drawdown
−17.79%
−30.66%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
74.63%
Median Rolling Year
18.31%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 22% · M 16% · S 47%
L 77% · M 12% · S 11%
Number of Stocks
37
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%