Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Lakewater Advisors - India Growth
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%
−5.12%
6 Months
−1.81%
10.94%
1 Year
5.85%
14.16%
3 Years
8.65%
7.74%
5 Years
7.90%
3.22%
Since Inception
16.09%
10.15%
Fund Age
16 yrs 4 mo
7 yrs 2 mo
AUM
₹22.08 Cr
₹34.95 Cr
Alpha – 1 Year
6.20%
14.51%
Alpha – 3 Years
−0.35%
−1.26%
Information Ratio – 3 Years
0.11
-0.10
Volatility – 1 Year
17.32%
25.75%
Volatility – 3 Years
15.11%
17.58%
Beta – 1 Year
0.79
1.43
Beta – 3 Years
0.87
1.06
Sharpe Ratio – 1 Year
0.10
0.43
Sharpe Ratio – 3 Years
0.36
0.21
Worst Rolling Year
0.88%
-2.37%
Value at Worst Rolling Year
₹1.01 Cr
₹0.98 Cr
Deepest Drawdown
−17.79%
−19.75%
Recovery Period
297 days
57 days
1-Year Rolling Windows Positive
99.98%
96.22%
Median Rolling Year
18.31%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 41% · M 32% · S 26%
Number of Stocks
37
19
Portfolio P/E
45.09
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%