Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
3.10%
6 Months
−1.81%
24.70%
1 Year
5.85%
21.80%
3 Years
8.65%
16.46%
5 Years
7.90%
12.29%
Since Inception
16.09%
17.31%
Fund Age
16 yrs 4 mo
7 yrs 2 mo
AUM
₹22.08 Cr
₹328.39 Cr
Alpha – 1 Year
6.20%
22.15%
Alpha – 3 Years
−0.35%
7.46%
Information Ratio – 3 Years
0.11
1.55
Volatility – 1 Year
17.32%
22.56%
Volatility – 3 Years
15.11%
18.01%
Beta – 1 Year
0.79
1.10
Beta – 3 Years
0.87
0.98
Sharpe Ratio – 1 Year
0.10
0.85
Sharpe Ratio – 3 Years
0.36
1.07
Worst Rolling Year
0.88%
7.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.79%
−21.44%
Recovery Period
297 days
123 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
16
Portfolio P/E
45.09
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%