Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Tcg India Investment Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
4.64%
6 Months
−1.81%
20.32%
1 Year
5.85%
29.93%
3 Years
8.65%
—
5 Years
7.90%
—
Since Inception
16.09%
15.24%
Fund Age
16 yrs 4 mo
1 yr 9 mo
AUM
₹22.08 Cr
₹3.17 Cr
Alpha – 1 Year
6.20%
25.21%
Alpha – 3 Years
−0.35%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
17.32%
24.54%
Volatility – 3 Years
15.11%
—
Beta – 1 Year
0.79
1.19
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.10
0.97
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
0.88%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.79%
−12.48%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
—
Median Rolling Year
18.31%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 28% · M 19% · S 50%
Number of Stocks
37
36
Portfolio P/E
45.09
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –