Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Right Horizons - Alphabots Midcap 29
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Bonanza - Growth
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
−1.81%
8.08%
1 Year
5.85%
10.16%
3 Years
8.65%
15.60%
5 Years
7.90%
—
Since Inception
16.09%
19.84%
Fund Age
16 yrs 4 mo
6 yrs 11 mo
AUM
₹22.08 Cr
₹3.18 Cr
Alpha – 1 Year
6.20%
7.18%
Alpha – 3 Years
−0.35%
3.72%
Information Ratio – 3 Years
0.11
0.60
Volatility – 1 Year
17.32%
19.93%
Volatility – 3 Years
15.11%
18.09%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.87
1.14
Sharpe Ratio – 1 Year
0.10
0.31
Sharpe Ratio – 3 Years
0.36
0.60
Worst Rolling Year
0.88%
14.68%
Value at Worst Rolling Year
₹1.01 Cr
₹1.15 Cr
Deepest Drawdown
−17.79%
−19.38%
Recovery Period
297 days
493 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 31% · M 55% · S 12%
Number of Stocks
37
29
Portfolio P/E
45.09
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –