Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.68%
2.21%
6 Months
−1.81%
21.04%
1 Year
5.85%
21.34%
3 Years
8.65%
19.08%
5 Years
7.90%
23.67%
Since Inception
16.09%
—
Fund Age
16 yrs 4 mo
6 yrs 4 mo
AUM
₹22.08 Cr
₹364.08 Cr
Alpha – 1 Year
6.20%
21.69%
Alpha – 3 Years
−0.35%
10.08%
Information Ratio – 3 Years
0.11
0.52
Volatility – 1 Year
17.32%
32.28%
Volatility – 3 Years
15.11%
28.08%
Beta – 1 Year
0.79
1.47
Beta – 3 Years
0.87
1.60
Sharpe Ratio – 1 Year
0.10
0.58
Sharpe Ratio – 3 Years
0.36
0.57
Worst Rolling Year
0.88%
15.61%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−17.79%
−31.98%
Recovery Period
297 days
457 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%