Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
−0.04%
6 Months
−1.81%
0.28%
1 Year
5.85%
2.14%
3 Years
8.65%
10.02%
5 Years
7.90%
13.15%
Since Inception
16.09%
11.46%
Fund Age
16 yrs 4 mo
8 yrs 7 mo
AUM
₹22.08 Cr
₹585.94 Cr
Alpha – 1 Year
6.20%
2.49%
Alpha – 3 Years
−0.35%
1.02%
Information Ratio – 3 Years
0.11
0.18
Volatility – 1 Year
17.32%
16.38%
Volatility – 3 Years
15.11%
14.42%
Beta – 1 Year
0.79
1.00
Beta – 3 Years
0.87
0.96
Sharpe Ratio – 1 Year
0.10
-0.13
Sharpe Ratio – 3 Years
0.36
0.38
Worst Rolling Year
0.88%
3.37%
Value at Worst Rolling Year
₹1.01 Cr
₹1.03 Cr
Deepest Drawdown
−17.79%
−17.04%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 65% · M 26% · S 8%
Number of Stocks
37
31
Portfolio P/E
45.09
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%