Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
15.28%
4.79%
1 Year
11.46%
−0.59%
3 Years
12.93%
11.57%
5 Years
14.25%
13.86%
Since Inception
20.43%
15.96%
Fund Age
8 yrs 1 mo
5 yrs 5 mo
AUM
₹7.34 Cr
₹45.81 Cr
Alpha – 1 Year
11.81%
−5.31%
Alpha – 3 Years
3.93%
−0.52%
Information Ratio – 3 Years
0.17
-0.06
Volatility – 1 Year
25.10%
21.96%
Volatility – 3 Years
27.35%
17.35%
Beta – 1 Year
1.24
1.19
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
-0.16
Sharpe Ratio – 3 Years
0.39
0.42
Worst Rolling Year
12.27%
10.84%
Value at Worst Rolling Year
₹1.12 Cr
₹1.11 Cr
Deepest Drawdown
−33.40%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 23% · M 4% · S 73%
Number of Stocks
33
16
Portfolio P/E
30.34
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%