Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.68%
2.10%
6 Months
−1.81%
29.13%
1 Year
5.85%
20.96%
3 Years
8.65%
17.22%
5 Years
7.90%
—
Since Inception
16.09%
23.59%
Fund Age
16 yrs 4 mo
3 yrs 7 mo
AUM
₹22.08 Cr
₹147.56 Cr
Alpha – 1 Year
6.20%
16.24%
Alpha – 3 Years
−0.35%
5.13%
Information Ratio – 3 Years
0.11
0.33
Volatility – 1 Year
17.32%
30.80%
Volatility – 3 Years
15.11%
25.65%
Beta – 1 Year
0.79
1.54
Beta – 3 Years
0.87
1.41
Sharpe Ratio – 1 Year
0.10
0.58
Sharpe Ratio – 3 Years
0.36
0.54
Worst Rolling Year
0.88%
15.38%
Value at Worst Rolling Year
₹1.01 Cr
₹1.15 Cr
Deepest Drawdown
−17.79%
−28.52%
Recovery Period
297 days
122 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 63% · M 11% · S 17%
Number of Stocks
37
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%