Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Right Horizons - Perennial
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%
−0.19%
6 Months
−1.81%
11.46%
1 Year
5.85%
8.21%
3 Years
8.65%
12.09%
5 Years
7.90%
11.81%
Since Inception
16.09%
13.34%
Fund Age
16 yrs 4 mo
5 yrs 3 mo
AUM
₹22.08 Cr
₹34.29 Cr
Alpha – 1 Year
6.20%
5.23%
Alpha – 3 Years
−0.35%
0.21%
Information Ratio – 3 Years
0.11
0.17
Volatility – 1 Year
17.32%
24.84%
Volatility – 3 Years
15.11%
21.42%
Beta – 1 Year
0.79
1.25
Beta – 3 Years
0.87
1.08
Sharpe Ratio – 1 Year
0.10
0.21
Sharpe Ratio – 3 Years
0.36
0.49
Worst Rolling Year
0.88%
7.11%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.79%
−34.77%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 5% · M 7% · S 69%
Number of Stocks
37
37
Portfolio P/E
45.09
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%