Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
4.52%
6 Months
−1.81%
24.02%
1 Year
5.85%
36.06%
3 Years
8.65%
24.43%
5 Years
7.90%
16.10%
Since Inception
16.09%
15.98%
Fund Age
16 yrs 4 mo
14 yrs 10 mo
AUM
₹22.08 Cr
₹214.08 Cr
Alpha – 1 Year
6.20%
31.34%
Alpha – 3 Years
−0.35%
12.34%
Information Ratio – 3 Years
0.11
1.07
Volatility – 1 Year
17.32%
26.85%
Volatility – 3 Years
15.11%
19.70%
Beta – 1 Year
0.79
1.34
Beta – 3 Years
0.87
1.03
Sharpe Ratio – 1 Year
0.10
1.08
Sharpe Ratio – 3 Years
0.36
0.96
Worst Rolling Year
0.88%
-9.81%
Value at Worst Rolling Year
₹1.01 Cr
₹0.90 Cr
Deepest Drawdown
−17.79%
−18.65%
Recovery Period
297 days
63 days
1-Year Rolling Windows Positive
99.98%
90.43%
Median Rolling Year
18.31%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 40% · M 33% · S 24%
Number of Stocks
37
31
Portfolio P/E
45.09
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%