Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
5.36%
6 Months
15.28%
17.83%
1 Year
11.46%
22.60%
3 Years
12.93%
18.89%
5 Years
14.25%
16.73%
Since Inception
20.43%
18.63%
Fund Age
8 yrs 1 mo
5 yrs 2 mo
AUM
₹7.34 Cr
₹146.97 Cr
Alpha – 1 Year
11.81%
17.88%
Alpha – 3 Years
3.93%
6.80%
Information Ratio – 3 Years
0.17
0.75
Volatility – 1 Year
25.10%
20.18%
Volatility – 3 Years
27.35%
16.94%
Beta – 1 Year
1.24
1.05
Beta – 3 Years
1.14
0.94
Sharpe Ratio – 1 Year
0.33
0.85
Sharpe Ratio – 3 Years
0.39
0.80
Worst Rolling Year
12.27%
15.50%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−33.40%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 20% · M 19% · S 58%
Number of Stocks
33
32
Portfolio P/E
30.34
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%