Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Quest Investment Managers – Flagship
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%
6.42%
6 Months
−1.81%
15.63%
1 Year
5.85%
0.27%
3 Years
8.65%
12.69%
5 Years
7.90%
8.81%
Since Inception
16.09%
15.48%
Fund Age
16 yrs 4 mo
18 yrs 10 mo
AUM
₹22.08 Cr
₹406.27 Cr
Alpha – 1 Year
6.20%
−4.45%
Alpha – 3 Years
−0.35%
0.61%
Information Ratio – 3 Years
0.11
0.21
Volatility – 1 Year
17.32%
22.89%
Volatility – 3 Years
15.11%
19.09%
Beta – 1 Year
0.79
1.13
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.10
-0.11
Sharpe Ratio – 3 Years
0.36
0.45
Worst Rolling Year
0.88%
-10.83%
Value at Worst Rolling Year
₹1.01 Cr
₹0.89 Cr
Deepest Drawdown
−17.79%
−31.17%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
91.19%
Median Rolling Year
18.31%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 28% · M 26% · S 45%
Number of Stocks
37
29
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
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%