Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.68%
0.30%
6 Months
−1.81%
26.99%
1 Year
5.85%
26.29%
3 Years
8.65%
27.01%
5 Years
7.90%
—
Since Inception
16.09%
35.84%
Fund Age
16 yrs 4 mo
4 yrs 3 mo
AUM
₹22.08 Cr
₹521.91 Cr
Alpha – 1 Year
6.20%
28.33%
Alpha – 3 Years
−0.35%
20.36%
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
17.32%
31.27%
Volatility – 3 Years
15.11%
25.96%
Beta – 1 Year
0.79
—
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.10
0.72
Sharpe Ratio – 3 Years
0.36
0.85
Worst Rolling Year
0.88%
27.02%
Value at Worst Rolling Year
₹1.01 Cr
₹1.27 Cr
Deepest Drawdown
−17.79%
−26.38%
Recovery Period
297 days
93 days
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
49
Portfolio P/E
45.09
21.17
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
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—