Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
1.80%
6 Months
−1.81%
2.80%
1 Year
5.85%
4.89%
3 Years
8.65%
12.23%
5 Years
7.90%
10.64%
Since Inception
16.09%
8.93%
Fund Age
16 yrs 4 mo
12 yrs
AUM
₹22.08 Cr
₹134.76 Cr
Alpha – 1 Year
6.20%
−1.08%
Alpha – 3 Years
−0.35%
1.34%
Information Ratio – 3 Years
0.11
0.07
Volatility – 1 Year
17.32%
10.79%
Volatility – 3 Years
15.11%
9.62%
Beta – 1 Year
0.79
1.04
Beta – 3 Years
0.87
1.10
Sharpe Ratio – 1 Year
0.10
-0.01
Sharpe Ratio – 3 Years
0.36
0.69
Worst Rolling Year
0.88%
0.05%
Value at Worst Rolling Year
₹1.01 Cr
₹1.00 Cr
Deepest Drawdown
−17.79%
−11.50%
Recovery Period
297 days
80 days
1-Year Rolling Windows Positive
99.98%
99.79%
Median Rolling Year
18.31%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 50% · M 11% · S 8%
Number of Stocks
37
33
Portfolio P/E
45.09
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –