Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
−1.81%
14.24%
1 Year
5.85%
9.21%
3 Years
8.65%
8.31%
5 Years
7.90%
7.74%
Since Inception
16.09%
11.80%
Fund Age
16 yrs 4 mo
10 yrs 3 mo
AUM
₹22.08 Cr
₹251.07 Cr
Alpha – 1 Year
6.20%
4.51%
Alpha – 3 Years
−0.35%
−2.91%
Information Ratio – 3 Years
0.11
-0.50
Volatility – 1 Year
17.32%
21.09%
Volatility – 3 Years
15.11%
15.86%
Beta – 1 Year
0.79
1.13
Beta – 3 Years
0.87
0.93
Sharpe Ratio – 1 Year
0.10
0.27
Sharpe Ratio – 3 Years
0.36
0.26
Worst Rolling Year
0.88%
-3.45%
Value at Worst Rolling Year
₹1.01 Cr
₹0.97 Cr
Deepest Drawdown
−17.79%
−19.63%
Recovery Period
297 days
469 days
1-Year Rolling Windows Positive
99.98%
97.82%
Median Rolling Year
18.31%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 30% · M 32% · S 34%
Number of Stocks
37
28
Portfolio P/E
45.09
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%