Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Marcellus - Rising Giants
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%
0.40%
6 Months
−1.81%
4.60%
1 Year
5.85%
−5.85%
3 Years
8.65%
5.64%
5 Years
7.90%
—
Since Inception
16.09%
−0.46%
Fund Age
16 yrs 4 mo
4 yrs 7 mo
AUM
₹22.08 Cr
₹87.75 Cr
Alpha – 1 Year
6.20%
−8.83%
Alpha – 3 Years
−0.35%
−6.25%
Information Ratio – 3 Years
0.11
-0.73
Volatility – 1 Year
17.32%
16.46%
Volatility – 3 Years
15.11%
15.18%
Beta – 1 Year
0.79
0.88
Beta – 3 Years
0.87
0.84
Sharpe Ratio – 1 Year
0.10
-0.62
Sharpe Ratio – 3 Years
0.36
0.08
Worst Rolling Year
0.88%
-2.49%
Value at Worst Rolling Year
₹1.01 Cr
₹0.98 Cr
Deepest Drawdown
−17.79%
−20.88%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
87.97%
Median Rolling Year
18.31%
5.97%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
M 4% · S 79%
Number of Stocks
37
—
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 · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%