Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.68%
−0.96%
6 Months
−1.81%
−5.85%
1 Year
5.85%
1.08%
3 Years
8.65%
1.92%
5 Years
7.90%
1.54%
Since Inception
16.09%
4.73%
Fund Age
16 yrs 4 mo
9 yrs 11 mo
AUM
₹22.08 Cr
₹4.85 Cr
Alpha – 1 Year
6.20%
−8.50%
Alpha – 3 Years
−0.35%
−7.97%
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
17.32%
9.90%
Volatility – 3 Years
15.11%
26.17%
Beta – 1 Year
0.79
—
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.10
-0.53
Sharpe Ratio – 3 Years
0.36
0.01
Worst Rolling Year
0.88%
2.80%
Value at Worst Rolling Year
₹1.01 Cr
₹1.03 Cr
Deepest Drawdown
−17.79%
−28.72%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
12.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%