Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
−1.81%
6.39%
1 Year
5.85%
0.37%
3 Years
8.65%
11.18%
5 Years
7.90%
—
Since Inception
16.09%
4.21%
Fund Age
16 yrs 4 mo
4 yrs 6 mo
AUM
₹22.08 Cr
₹59.82 Cr
Alpha – 1 Year
6.20%
−2.61%
Alpha – 3 Years
−0.35%
−0.71%
Information Ratio – 3 Years
0.11
0.13
Volatility – 1 Year
17.32%
22.91%
Volatility – 3 Years
15.11%
17.96%
Beta – 1 Year
0.79
1.09
Beta – 3 Years
0.87
1.01
Sharpe Ratio – 1 Year
0.10
-0.11
Sharpe Ratio – 3 Years
0.36
0.38
Worst Rolling Year
0.88%
3.87%
Value at Worst Rolling Year
₹1.01 Cr
₹1.04 Cr
Deepest Drawdown
−17.79%
−25.26%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 40% · M 26% · S 33%
Number of Stocks
37
35
Portfolio P/E
45.09
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%