Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
−1.81%
31.10%
1 Year
5.85%
52.47%
3 Years
8.65%
17.74%
5 Years
7.90%
16.38%
Since Inception
16.09%
15.58%
Fund Age
16 yrs 4 mo
16 yrs 9 mo
AUM
₹22.08 Cr
₹132.42 Cr
Alpha – 1 Year
6.20%
47.75%
Alpha – 3 Years
−0.35%
5.65%
Information Ratio – 3 Years
0.11
0.46
Volatility – 1 Year
17.32%
26.74%
Volatility – 3 Years
15.11%
21.32%
Beta – 1 Year
0.79
1.30
Beta – 3 Years
0.87
0.97
Sharpe Ratio – 1 Year
0.10
1.52
Sharpe Ratio – 3 Years
0.36
0.68
Worst Rolling Year
0.88%
-15.93%
Value at Worst Rolling Year
₹1.01 Cr
₹0.84 Cr
Deepest Drawdown
−17.79%
−20.79%
Recovery Period
297 days
134 days
1-Year Rolling Windows Positive
99.98%
89.14%
Median Rolling Year
18.31%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 22% · M 16% · S 47%
M 9% · S 83%
Number of Stocks
37
26
Portfolio P/E
45.09
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%