Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
11.42%
6 Months
−1.81%
35.03%
1 Year
5.85%
37.21%
3 Years
8.65%
27.05%
5 Years
7.90%
21.76%
Since Inception
16.09%
19.33%
Fund Age
16 yrs 4 mo
6 yrs 10 mo
AUM
₹22.08 Cr
₹2,975 Cr
Alpha – 1 Year
6.20%
23.77%
Alpha – 3 Years
−0.35%
6.78%
Information Ratio – 3 Years
0.11
5.24
Volatility – 1 Year
17.32%
18.59%
Volatility – 3 Years
15.11%
19.39%
Beta – 1 Year
0.79
1.23
Beta – 3 Years
0.87
1.12
Sharpe Ratio – 1 Year
0.10
1.44
Sharpe Ratio – 3 Years
0.36
0.98
Worst Rolling Year
0.88%
-6.18%
Value at Worst Rolling Year
₹1.01 Cr
₹0.94 Cr
Deepest Drawdown
−17.79%
—
Recovery Period
297 days
—
1-Year Rolling Windows Positive
99.98%
92.59%
Median Rolling Year
18.31%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
14
Portfolio P/E
45.09
25.70
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%
—
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%