Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
−1.81%
7.38%
1 Year
5.85%
6.08%
3 Years
8.65%
8.22%
5 Years
7.90%
7.99%
Since Inception
16.09%
12.63%
Fund Age
16 yrs 4 mo
9 yrs 9 mo
AUM
₹22.08 Cr
₹145.75 Cr
Alpha – 1 Year
6.20%
1.36%
Alpha – 3 Years
−0.35%
−3.87%
Information Ratio – 3 Years
0.11
-0.60
Volatility – 1 Year
17.32%
20.08%
Volatility – 3 Years
15.11%
16.27%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.87
1.00
Sharpe Ratio – 1 Year
0.10
0.13
Sharpe Ratio – 3 Years
0.36
0.24
Worst Rolling Year
0.88%
-1.76%
Value at Worst Rolling Year
₹1.01 Cr
₹0.98 Cr
Deepest Drawdown
−17.79%
−19.25%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
98.75%
Median Rolling Year
18.31%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 62% · M 20% · S 7%
Number of Stocks
37
25
Portfolio P/E
45.09
—
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%