Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
0.48%
6 Months
15.28%
0.17%
1 Year
11.46%
1.53%
3 Years
12.93%
6.30%
5 Years
14.25%
7.16%
Since Inception
20.43%
16.58%
Fund Age
8 yrs 1 mo
6 yrs 6 mo
AUM
₹7.34 Cr
₹182.72 Cr
Alpha – 1 Year
11.81%
−3.19%
Alpha – 3 Years
3.93%
−5.79%
Information Ratio – 3 Years
0.17
-1.15
Volatility – 1 Year
25.10%
17.17%
Volatility – 3 Years
27.35%
15.94%
Beta – 1 Year
1.24
0.97
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.33
-0.13
Sharpe Ratio – 3 Years
0.39
0.13
Worst Rolling Year
12.27%
6.16%
Value at Worst Rolling Year
₹1.12 Cr
₹1.06 Cr
Deepest Drawdown
−33.40%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
—
Number of Stocks
33
60
Portfolio P/E
30.34
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%