Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
HSBC India Next Portfolio
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%
0.12%
6 Months
15.28%
7.25%
1 Year
11.46%
6.76%
3 Years
12.93%
11.27%
5 Years
14.25%
11.24%
Since Inception
20.43%
13.42%
Fund Age
8 yrs 1 mo
5 yrs 6 mo
AUM
₹7.34 Cr
₹440.57 Cr
Alpha – 1 Year
11.81%
2.04%
Alpha – 3 Years
3.93%
−0.82%
Information Ratio – 3 Years
0.17
-0.13
Volatility – 1 Year
25.10%
18.95%
Volatility – 3 Years
27.35%
15.52%
Beta – 1 Year
1.24
1.06
Beta – 3 Years
1.14
0.94
Sharpe Ratio – 1 Year
0.33
0.16
Sharpe Ratio – 3 Years
0.39
0.43
Worst Rolling Year
12.27%
10.24%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−33.40%
−18.28%
Recovery Period
Not yet recovered
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 43% · M 35% · S 19%
Number of Stocks
33
28
Portfolio P/E
30.34
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%