Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Tamohara - TRUFFLE
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%
8.72%
6 Months
−1.81%
28.59%
1 Year
5.85%
28.02%
3 Years
8.65%
18.67%
5 Years
7.90%
17.18%
Since Inception
16.09%
20.03%
Fund Age
16 yrs 4 mo
5 yrs 4 mo
AUM
₹22.08 Cr
₹221.27 Cr
Alpha – 1 Year
6.20%
28.37%
Alpha – 3 Years
−0.35%
9.68%
Information Ratio – 3 Years
0.11
0.87
Volatility – 1 Year
17.32%
22.32%
Volatility – 3 Years
15.11%
17.88%
Beta – 1 Year
0.79
1.03
Beta – 3 Years
0.87
0.95
Sharpe Ratio – 1 Year
0.10
0.99
Sharpe Ratio – 3 Years
0.36
0.81
Worst Rolling Year
0.88%
13.69%
Value at Worst Rolling Year
₹1.01 Cr
₹1.14 Cr
Deepest Drawdown
−17.79%
−20.50%
Recovery Period
297 days
429 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 19% · M 4% · S 74%
Number of Stocks
37
29
Portfolio P/E
45.09
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –