Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Magadh - Future Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
3.10%
6 Months
−1.81%
4.24%
1 Year
5.85%
17.00%
3 Years
8.65%
21.79%
5 Years
7.90%
20.77%
Since Inception
16.09%
20.65%
Fund Age
16 yrs 4 mo
5 yrs
AUM
₹22.08 Cr
₹88.27 Cr
Alpha – 1 Year
6.20%
12.28%
Alpha – 3 Years
−0.35%
9.70%
Information Ratio – 3 Years
0.11
1.38
Volatility – 1 Year
17.32%
20.96%
Volatility – 3 Years
15.11%
18.52%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.87
1.04
Sharpe Ratio – 1 Year
0.10
0.60
Sharpe Ratio – 3 Years
0.36
1.04
Worst Rolling Year
0.88%
21.72%
Value at Worst Rolling Year
₹1.01 Cr
₹1.22 Cr
Deepest Drawdown
−17.79%
−18.76%
Recovery Period
297 days
428 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 19% · M 45% · S 35%
Number of Stocks
37
25
Portfolio P/E
45.09
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.5% / 0% / 0%