Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Magadh - Value for Growth
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%
1.29%
6 Months
−1.81%
−4.12%
1 Year
5.85%
1.97%
3 Years
8.65%
12.30%
5 Years
7.90%
12.28%
Since Inception
16.09%
12.08%
Fund Age
16 yrs 4 mo
5 yrs
AUM
₹22.08 Cr
₹27.16 Cr
Alpha – 1 Year
6.20%
−2.75%
Alpha – 3 Years
−0.35%
0.21%
Information Ratio – 3 Years
0.11
0.08
Volatility – 1 Year
17.32%
18.26%
Volatility – 3 Years
15.11%
15.26%
Beta – 1 Year
0.79
1.01
Beta – 3 Years
0.87
0.92
Sharpe Ratio – 1 Year
0.10
-0.09
Sharpe Ratio – 3 Years
0.36
0.53
Worst Rolling Year
0.88%
12.19%
Value at Worst Rolling Year
₹1.01 Cr
₹1.12 Cr
Deepest Drawdown
−17.79%
−16.54%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 41% · M 28% · S 30%
Number of Stocks
37
27
Portfolio P/E
45.09
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%