Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Ksema - Multicap
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%
0.82%
6 Months
−1.81%
2.65%
1 Year
5.85%
10.76%
3 Years
8.65%
12.77%
5 Years
7.90%
14.58%
Since Inception
16.09%
17.50%
Fund Age
16 yrs 4 mo
7 yrs 7 mo
AUM
₹22.08 Cr
₹83.87 Cr
Alpha – 1 Year
6.20%
11.11%
Alpha – 3 Years
−0.35%
3.77%
Information Ratio – 3 Years
0.11
0.46
Volatility – 1 Year
17.32%
18.53%
Volatility – 3 Years
15.11%
17.03%
Beta – 1 Year
0.79
1.11
Beta – 3 Years
0.87
1.11
Sharpe Ratio – 1 Year
0.10
0.36
Sharpe Ratio – 3 Years
0.36
0.48
Worst Rolling Year
0.88%
12.58%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.79%
−20.55%
Recovery Period
297 days
518 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
20.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 54% · M 18% · S 28%
Number of Stocks
37
51
Portfolio P/E
45.09
23.77
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%
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / 1%