Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
4.94%
6 Months
−1.81%
11.49%
1 Year
5.85%
3.89%
3 Years
8.65%
8.19%
5 Years
7.90%
11.02%
Since Inception
16.09%
10.97%
Fund Age
16 yrs 4 mo
13 yrs 8 mo
AUM
₹22.08 Cr
₹360.51 Cr
Alpha – 1 Year
6.20%
0.91%
Alpha – 3 Years
−0.35%
−3.69%
Information Ratio – 3 Years
0.11
-0.18
Volatility – 1 Year
17.32%
23.04%
Volatility – 3 Years
15.11%
19.34%
Beta – 1 Year
0.79
1.26
Beta – 3 Years
0.87
1.17
Sharpe Ratio – 1 Year
0.10
0.04
Sharpe Ratio – 3 Years
0.36
0.30
Worst Rolling Year
0.88%
-8.10%
Value at Worst Rolling Year
₹1.01 Cr
₹0.92 Cr
Deepest Drawdown
−17.79%
−30.43%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
95.59%
Median Rolling Year
18.31%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 38% · M 28% · S 33%
Number of Stocks
37
29
Portfolio P/E
45.09
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%