Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Himalaya - EverFlow India Opportunities
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%
2.85%
6 Months
15.28%
22.81%
1 Year
11.46%
15.74%
3 Years
12.93%
19.34%
5 Years
14.25%
—
Since Inception
20.43%
24.49%
Fund Age
8 yrs 1 mo
3 yrs 3 mo
AUM
₹7.34 Cr
₹446.96 Cr
Alpha – 1 Year
11.81%
11.02%
Alpha – 3 Years
3.93%
7.25%
Information Ratio – 3 Years
0.17
0.86
Volatility – 1 Year
25.10%
23.09%
Volatility – 3 Years
27.35%
17.79%
Beta – 1 Year
1.24
1.11
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.33
0.51
Sharpe Ratio – 3 Years
0.39
0.79
Worst Rolling Year
12.27%
19.32%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−33.40%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 5% · S 83%
L 19% · S 80%
Number of Stocks
33
30
Portfolio P/E
30.34
—
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%
—
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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