Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Capgrow - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
3.35%
6 Months
15.28%
3.75%
1 Year
11.46%
−5.76%
3 Years
12.93%
3.98%
5 Years
14.25%
6.05%
Since Inception
20.43%
9.94%
Fund Age
8 yrs 1 mo
7 yrs 9 mo
AUM
₹7.34 Cr
₹45.09 Cr
Alpha – 1 Year
11.81%
−8.74%
Alpha – 3 Years
3.93%
−7.91%
Information Ratio – 3 Years
0.17
-1.11
Volatility – 1 Year
25.10%
21.69%
Volatility – 3 Years
27.35%
18.00%
Beta – 1 Year
1.24
1.21
Beta – 3 Years
1.14
1.08
Sharpe Ratio – 1 Year
0.33
-0.42
Sharpe Ratio – 3 Years
0.39
0.01
Worst Rolling Year
12.27%
3.08%
Value at Worst Rolling Year
₹1.12 Cr
₹1.03 Cr
Deepest Drawdown
−33.40%
−29.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
12.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 35% · M 13% · S 51%
Number of Stocks
33
43
Portfolio P/E
30.34
—
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%