Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
3.56%
6 Months
15.28%
14.31%
1 Year
11.46%
23.04%
3 Years
12.93%
17.41%
5 Years
14.25%
14.44%
Since Inception
20.43%
16.04%
Fund Age
8 yrs 1 mo
5 yrs 2 mo
AUM
₹7.34 Cr
₹246.55 Cr
Alpha – 1 Year
11.81%
18.32%
Alpha – 3 Years
3.93%
5.32%
Information Ratio – 3 Years
0.17
0.69
Volatility – 1 Year
25.10%
16.66%
Volatility – 3 Years
27.35%
14.65%
Beta – 1 Year
1.24
0.91
Beta – 3 Years
1.14
0.83
Sharpe Ratio – 1 Year
0.33
1.02
Sharpe Ratio – 3 Years
0.39
0.82
Worst Rolling Year
12.27%
13.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−33.40%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 31% · M 25% · S 41%
Number of Stocks
33
33
Portfolio P/E
30.34
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%