Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Ckredence-Business Cycle Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
2.97%
6 Months
15.28%
18.69%
1 Year
11.46%
17.43%
3 Years
12.93%
—
5 Years
14.25%
—
Since Inception
20.43%
17.76%
Fund Age
8 yrs 1 mo
2 yrs 9 mo
AUM
₹7.34 Cr
₹197.55 Cr
Alpha – 1 Year
11.81%
17.78%
Alpha – 3 Years
3.93%
—
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
25.10%
20.32%
Volatility – 3 Years
27.35%
—
Beta – 1 Year
1.24
1.06
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.33
0.63
Sharpe Ratio – 3 Years
0.39
—
Worst Rolling Year
12.27%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−33.40%
−15.36%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 5% · S 83%
L 18% · M 24% · S 51%
Number of Stocks
33
35
Portfolio P/E
30.34
35.70
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 · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%