Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
MRG Capital - Wealth Protector
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%
0.67%
6 Months
−1.81%
1.38%
1 Year
5.85%
7.78%
3 Years
8.65%
12.37%
5 Years
7.90%
10.07%
Since Inception
16.09%
13.18%
Fund Age
16 yrs 4 mo
6 yrs 8 mo
AUM
₹22.08 Cr
₹1.13 Cr
Alpha – 1 Year
6.20%
8.13%
Alpha – 3 Years
−0.35%
3.37%
Information Ratio – 3 Years
0.11
0.42
Volatility – 1 Year
17.32%
17.12%
Volatility – 3 Years
15.11%
14.65%
Beta – 1 Year
0.79
0.93
Beta – 3 Years
0.87
0.90
Sharpe Ratio – 1 Year
0.10
0.21
Sharpe Ratio – 3 Years
0.36
0.51
Worst Rolling Year
0.88%
10.01%
Value at Worst Rolling Year
₹1.01 Cr
₹1.10 Cr
Deepest Drawdown
−17.79%
−15.65%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 34% · M 14% · S 34%
Number of Stocks
37
43
Portfolio P/E
45.09
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%