Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.68%
10.15%
6 Months
−1.81%
31.39%
1 Year
5.85%
26.01%
3 Years
8.65%
19.28%
5 Years
7.90%
23.67%
Since Inception
16.09%
28.23%
Fund Age
16 yrs 4 mo
5 yrs 4 mo
AUM
₹22.08 Cr
₹483.07 Cr
Alpha – 1 Year
6.20%
21.29%
Alpha – 3 Years
−0.35%
7.19%
Information Ratio – 3 Years
0.11
0.38
Volatility – 1 Year
17.32%
27.77%
Volatility – 3 Years
15.11%
26.19%
Beta – 1 Year
0.79
1.29
Beta – 3 Years
0.87
1.20
Sharpe Ratio – 1 Year
0.10
0.78
Sharpe Ratio – 3 Years
0.36
0.61
Worst Rolling Year
0.88%
19.29%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−17.79%
−32.66%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 12% · M 6% · S 81%
Number of Stocks
37
63
Portfolio P/E
45.09
62.66
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%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%