Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
−1.81%
2.17%
1 Year
5.85%
7.07%
3 Years
8.65%
15.12%
5 Years
7.90%
—
Since Inception
16.09%
19.80%
Fund Age
16 yrs 4 mo
7 yrs 3 mo
AUM
₹22.08 Cr
₹7.19 Cr
Alpha – 1 Year
6.20%
7.50%
Alpha – 3 Years
−0.35%
6.56%
Information Ratio – 3 Years
0.11
1.22
Volatility – 1 Year
17.32%
19.38%
Volatility – 3 Years
15.11%
16.31%
Beta – 1 Year
0.79
1.18
Beta – 3 Years
0.87
1.13
Sharpe Ratio – 1 Year
0.10
0.17
Sharpe Ratio – 3 Years
0.36
0.62
Worst Rolling Year
0.88%
14.31%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−17.79%
−17.66%
Recovery Period
297 days
308 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 73% · M 25%
Number of Stocks
37
100
Portfolio P/E
45.09
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –