Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
−0.04%
6 Months
15.28%
−3.71%
1 Year
11.46%
−1.23%
3 Years
12.93%
7.88%
5 Years
14.25%
5.71%
Since Inception
20.43%
9.28%
Fund Age
8 yrs 1 mo
7 yrs 1 mo
AUM
₹7.34 Cr
₹2.48 Cr
Alpha – 1 Year
11.81%
−5.95%
Alpha – 3 Years
3.93%
−4.21%
Information Ratio – 3 Years
0.17
-1.27
Volatility – 1 Year
25.10%
17.16%
Volatility – 3 Years
27.35%
14.17%
Beta – 1 Year
1.24
0.98
Beta – 3 Years
1.14
0.90
Sharpe Ratio – 1 Year
0.33
-0.29
Sharpe Ratio – 3 Years
0.39
0.17
Worst Rolling Year
12.27%
5.24%
Value at Worst Rolling Year
₹1.12 Cr
₹1.05 Cr
Deepest Drawdown
−33.40%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 92% · M 4%
Number of Stocks
33
26
Portfolio P/E
30.34
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%