Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
5.99%
6 Months
15.28%
26.63%
1 Year
11.46%
16.86%
3 Years
12.93%
13.24%
5 Years
14.25%
17.56%
Since Inception
20.43%
16.65%
Fund Age
8 yrs 1 mo
10 yrs 1 mo
AUM
₹7.34 Cr
₹11.38 Cr
Alpha – 1 Year
11.81%
12.14%
Alpha – 3 Years
3.93%
1.15%
Information Ratio – 3 Years
0.17
0.20
Volatility – 1 Year
25.10%
29.32%
Volatility – 3 Years
27.35%
24.13%
Beta – 1 Year
1.24
1.44
Beta – 3 Years
1.14
1.15
Sharpe Ratio – 1 Year
0.33
0.48
Sharpe Ratio – 3 Years
0.39
0.50
Worst Rolling Year
12.27%
-10.45%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−33.40%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
29.35%
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
M 1% · S 95%
Number of Stocks
33
28
Portfolio P/E
30.34
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%