Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Prosperity - Discovery Fund
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%
4.17%
6 Months
−1.81%
20.15%
1 Year
5.85%
7.22%
3 Years
8.65%
9.88%
5 Years
7.90%
10.18%
Since Inception
16.09%
17.47%
Fund Age
16 yrs 4 mo
5 yrs 8 mo
AUM
₹22.08 Cr
₹112.12 Cr
Alpha – 1 Year
6.20%
2.50%
Alpha – 3 Years
−0.35%
−2.21%
Information Ratio – 3 Years
0.11
-0.17
Volatility – 1 Year
17.32%
30.34%
Volatility – 3 Years
15.11%
23.32%
Beta – 1 Year
0.79
1.54
Beta – 3 Years
0.87
1.29
Sharpe Ratio – 1 Year
0.10
0.19
Sharpe Ratio – 3 Years
0.36
0.29
Worst Rolling Year
0.88%
8.52%
Value at Worst Rolling Year
₹1.01 Cr
₹1.09 Cr
Deepest Drawdown
−17.79%
−32.53%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
18.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
M 39% · S 59%
Number of Stocks
37
28
Portfolio P/E
45.09
38.78
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%
—
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%