Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
3.93%
6 Months
−1.81%
25.32%
1 Year
5.85%
18.21%
3 Years
8.65%
32.70%
5 Years
7.90%
23.63%
Since Inception
16.09%
28.38%
Fund Age
16 yrs 4 mo
7 yrs 10 mo
AUM
₹22.08 Cr
₹8,686.39 Cr
Alpha – 1 Year
6.20%
13.49%
Alpha – 3 Years
−0.35%
20.61%
Information Ratio – 3 Years
0.11
1.92
Volatility – 1 Year
17.32%
22.97%
Volatility – 3 Years
15.11%
19.40%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.87
0.98
Sharpe Ratio – 1 Year
0.10
0.61
Sharpe Ratio – 3 Years
0.36
1.30
Worst Rolling Year
0.88%
17.00%
Value at Worst Rolling Year
₹1.01 Cr
₹1.17 Cr
Deepest Drawdown
−17.79%
−22.23%
Recovery Period
297 days
227 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 37% · M 30% · S 25%
Number of Stocks
37
43
Portfolio P/E
45.09
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%