Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
1.43%
6 Months
−1.81%
0.81%
1 Year
5.85%
7.79%
3 Years
8.65%
9.10%
5 Years
7.90%
—
Since Inception
16.09%
17.42%
Fund Age
16 yrs 4 mo
8 yrs 11 mo
AUM
₹22.08 Cr
₹342.11 Cr
Alpha – 1 Year
6.20%
3.07%
Alpha – 3 Years
−0.35%
−2.99%
Information Ratio – 3 Years
0.11
0.29
Volatility – 1 Year
17.32%
17.73%
Volatility – 3 Years
15.11%
15.85%
Beta – 1 Year
0.79
1.00
Beta – 3 Years
0.87
0.98
Sharpe Ratio – 1 Year
0.10
0.21
Sharpe Ratio – 3 Years
0.36
0.50
Worst Rolling Year
0.88%
9.10%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−17.79%
−24.26%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 40% · M 35% · S 22%
Number of Stocks
37
23
Portfolio P/E
45.09
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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%