Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
−1.81%
8.56%
1 Year
5.85%
5.56%
3 Years
8.65%
8.84%
5 Years
7.90%
—
Since Inception
16.09%
10.12%
Fund Age
16 yrs 4 mo
3 yrs 2 mo
AUM
₹22.08 Cr
₹45.94 Cr
Alpha – 1 Year
6.20%
5.91%
Alpha – 3 Years
−0.35%
−0.16%
Information Ratio – 3 Years
0.11
0.15
Volatility – 1 Year
17.32%
23.84%
Volatility – 3 Years
15.11%
20.02%
Beta – 1 Year
0.79
1.25
Beta – 3 Years
0.87
1.03
Sharpe Ratio – 1 Year
0.10
0.12
Sharpe Ratio – 3 Years
0.36
0.26
Worst Rolling Year
0.88%
7.39%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.79%
−26.84%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
9.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
14
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%
—
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%