Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
1.73%
6 Months
15.28%
2.87%
1 Year
11.46%
8.13%
3 Years
12.93%
16.18%
5 Years
14.25%
18.39%
Since Inception
20.43%
20.76%
Fund Age
8 yrs 1 mo
10 yrs
AUM
₹7.34 Cr
₹12,257.23 Cr
Alpha – 1 Year
11.81%
5.15%
Alpha – 3 Years
3.93%
4.29%
Information Ratio – 3 Years
0.17
0.41
Volatility – 1 Year
25.10%
17.45%
Volatility – 3 Years
27.35%
14.35%
Beta – 1 Year
1.24
0.98
Beta – 3 Years
1.14
0.87
Sharpe Ratio – 1 Year
0.33
0.22
Sharpe Ratio – 3 Years
0.39
0.68
Worst Rolling Year
12.27%
-5.58%
Value at Worst Rolling Year
₹1.12 Cr
₹0.94 Cr
Deepest Drawdown
−33.40%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
29.35%
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 55% · M 21% · S 12%
Number of Stocks
33
40
Portfolio P/E
30.34
24.82
Top 5 Holdings
Cash & Cash Equivalent · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%