Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
NJ - Bluechip
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%
−1.21%
6 Months
−1.81%
5.09%
1 Year
5.85%
0.26%
3 Years
8.65%
9.53%
5 Years
7.90%
5.40%
Since Inception
16.09%
12.09%
Fund Age
16 yrs 4 mo
8 yrs 5 mo
AUM
₹22.08 Cr
₹1,644.09 Cr
Alpha – 1 Year
6.20%
0.61%
Alpha – 3 Years
−0.35%
0.54%
Information Ratio – 3 Years
0.11
0.06
Volatility – 1 Year
17.32%
17.94%
Volatility – 3 Years
15.11%
17.25%
Beta – 1 Year
0.79
1.03
Beta – 3 Years
0.87
1.11
Sharpe Ratio – 1 Year
0.10
-0.20
Sharpe Ratio – 3 Years
0.36
0.31
Worst Rolling Year
0.88%
2.29%
Value at Worst Rolling Year
₹1.01 Cr
₹1.02 Cr
Deepest Drawdown
−17.79%
−21.60%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 49% · M 36% · S 14%
Number of Stocks
37
20
Portfolio P/E
45.09
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%