Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
WhiteOak Capital Research Select Equity
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%
2.78%
6 Months
−1.81%
1.92%
1 Year
5.85%
0.43%
3 Years
8.65%
—
5 Years
7.90%
—
Since Inception
16.09%
6.17%
Fund Age
16 yrs 4 mo
2 yrs 2 mo
AUM
₹22.08 Cr
₹22.98 Cr
Alpha – 1 Year
6.20%
−2.55%
Alpha – 3 Years
−0.35%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
17.32%
16.90%
Volatility – 3 Years
15.11%
—
Beta – 1 Year
0.79
0.96
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.10
-0.22
Sharpe Ratio – 3 Years
0.36
—
Worst Rolling Year
0.88%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.79%
−16.17%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
—
Median Rolling Year
18.31%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 61% · M 14% · S 21%
Number of Stocks
37
41
Portfolio P/E
45.09
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%