Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
SVAN Velocity
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%
3.40%
6 Months
−1.81%
21.77%
1 Year
5.85%
16.05%
3 Years
8.65%
23.24%
5 Years
7.90%
—
Since Inception
16.09%
24.82%
Fund Age
16 yrs 4 mo
3 yrs 1 mo
AUM
₹22.08 Cr
₹415.03 Cr
Alpha – 1 Year
6.20%
11.33%
Alpha – 3 Years
−0.35%
11.15%
Information Ratio – 3 Years
0.11
0.72
Volatility – 1 Year
17.32%
25.50%
Volatility – 3 Years
15.11%
24.35%
Beta – 1 Year
0.79
1.34
Beta – 3 Years
0.87
1.27
Sharpe Ratio – 1 Year
0.10
0.50
Sharpe Ratio – 3 Years
0.36
0.77
Worst Rolling Year
0.88%
23.24%
Value at Worst Rolling Year
₹1.01 Cr
₹1.23 Cr
Deepest Drawdown
−17.79%
−25.33%
Recovery Period
297 days
104 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
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
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –