Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
MRG Capital - Wealth Maximizer
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%
−0.03%
6 Months
−1.81%
1.95%
1 Year
5.85%
9.19%
3 Years
8.65%
16.93%
5 Years
7.90%
11.74%
Since Inception
16.09%
12.55%
Fund Age
16 yrs 4 mo
7 yrs 3 mo
AUM
₹22.08 Cr
₹17.39 Cr
Alpha – 1 Year
6.20%
9.54%
Alpha – 3 Years
−0.35%
7.93%
Information Ratio – 3 Years
0.11
0.83
Volatility – 1 Year
17.32%
16.46%
Volatility – 3 Years
15.11%
13.48%
Beta – 1 Year
0.79
0.82
Beta – 3 Years
0.87
0.74
Sharpe Ratio – 1 Year
0.10
0.29
Sharpe Ratio – 3 Years
0.36
0.84
Worst Rolling Year
0.88%
3.01%
Value at Worst Rolling Year
₹1.01 Cr
₹1.03 Cr
Deepest Drawdown
−17.79%
−16.15%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 27% · M 18% · S 26%
Number of Stocks
37
53
Portfolio P/E
45.09
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
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%