Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
8.45%
6 Months
−1.81%
29.49%
1 Year
5.85%
37.09%
3 Years
8.65%
18.49%
5 Years
7.90%
12.39%
Since Inception
16.09%
18.64%
Fund Age
16 yrs 4 mo
10 yrs 3 mo
AUM
₹22.08 Cr
₹1,760.35 Cr
Alpha – 1 Year
6.20%
32.37%
Alpha – 3 Years
−0.35%
6.40%
Information Ratio – 3 Years
0.11
0.52
Volatility – 1 Year
17.32%
25.02%
Volatility – 3 Years
15.11%
18.27%
Beta – 1 Year
0.79
1.22
Beta – 3 Years
0.87
0.89
Sharpe Ratio – 1 Year
0.10
1.18
Sharpe Ratio – 3 Years
0.36
0.74
Worst Rolling Year
0.88%
-0.28%
Value at Worst Rolling Year
₹1.01 Cr
₹1.00 Cr
Deepest Drawdown
−17.79%
−13.15%
Recovery Period
297 days
44 days
1-Year Rolling Windows Positive
99.98%
99.89%
Median Rolling Year
18.31%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 11% · S 71%
Number of Stocks
37
13
Portfolio P/E
45.09
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%