Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
3.26%
6 Months
−1.81%
4.03%
1 Year
5.85%
0.70%
3 Years
8.65%
10.01%
5 Years
7.90%
8.40%
Since Inception
16.09%
14.84%
Fund Age
16 yrs 4 mo
7 yrs 10 mo
AUM
₹22.08 Cr
₹2,937.84 Cr
Alpha – 1 Year
6.20%
−2.28%
Alpha – 3 Years
−0.35%
−1.88%
Information Ratio – 3 Years
0.11
-0.37
Volatility – 1 Year
17.32%
17.90%
Volatility – 3 Years
15.11%
14.65%
Beta – 1 Year
0.79
1.00
Beta – 3 Years
0.87
0.93
Sharpe Ratio – 1 Year
0.10
-0.18
Sharpe Ratio – 3 Years
0.36
0.35
Worst Rolling Year
0.88%
7.25%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−17.79%
−18.24%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 58% · M 15% · S 26%
Number of Stocks
37
71
Portfolio P/E
45.09
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%