Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
0.31%
6 Months
−1.81%
−0.02%
1 Year
5.85%
9.16%
3 Years
8.65%
15.25%
5 Years
7.90%
10.25%
Since Inception
16.09%
11.62%
Fund Age
16 yrs 4 mo
7 yrs 3 mo
AUM
₹22.08 Cr
₹55.42 Cr
Alpha – 1 Year
6.20%
9.51%
Alpha – 3 Years
−0.35%
6.25%
Information Ratio – 3 Years
0.11
0.85
Volatility – 1 Year
17.32%
16.48%
Volatility – 3 Years
15.11%
14.29%
Beta – 1 Year
0.79
0.90
Beta – 3 Years
0.87
0.91
Sharpe Ratio – 1 Year
0.10
0.29
Sharpe Ratio – 3 Years
0.36
0.70
Worst Rolling Year
0.88%
4.67%
Value at Worst Rolling Year
₹1.01 Cr
₹1.05 Cr
Deepest Drawdown
−17.79%
−15.77%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
13.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 43% · M 13% · S 23%
Number of Stocks
37
89
Portfolio P/E
45.09
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%