Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Right Horizons - India Business Leaders
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%
3.11%
6 Months
−1.81%
4.12%
1 Year
5.85%
−0.25%
3 Years
8.65%
10.95%
5 Years
7.90%
10.56%
Since Inception
16.09%
10.62%
Fund Age
16 yrs 4 mo
13 yrs 8 mo
AUM
₹22.08 Cr
₹41.22 Cr
Alpha – 1 Year
6.20%
0.18%
Alpha – 3 Years
−0.35%
2.39%
Information Ratio – 3 Years
0.11
0.52
Volatility – 1 Year
17.32%
20.61%
Volatility – 3 Years
15.11%
17.57%
Beta – 1 Year
0.79
1.24
Beta – 3 Years
0.87
1.19
Sharpe Ratio – 1 Year
0.10
-0.18
Sharpe Ratio – 3 Years
0.36
0.46
Worst Rolling Year
0.88%
-10.52%
Value at Worst Rolling Year
₹1.01 Cr
₹0.89 Cr
Deepest Drawdown
−17.79%
−22.41%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
93.48%
Median Rolling Year
18.31%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 22% · M 16% · S 47%
L 70% · M 29%
Number of Stocks
37
25
Portfolio P/E
45.09
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%