Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
IFM Largecap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
−0.16%
6 Months
15.28%
−3.46%
1 Year
11.46%
−0.34%
3 Years
12.93%
—
5 Years
14.25%
—
Since Inception
20.43%
−3.49%
Fund Age
8 yrs 1 mo
14 mo
AUM
₹7.34 Cr
₹116.7 Cr
Alpha – 1 Year
11.81%
0.01%
Alpha – 3 Years
3.93%
—
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
25.10%
17.33%
Volatility – 3 Years
27.35%
—
Beta – 1 Year
1.24
1.08
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.33
-0.24
Sharpe Ratio – 3 Years
0.39
—
Worst Rolling Year
12.27%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−33.40%
−16.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.35%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 8% · M 5% · S 83%
L 83% · M 6% · S 9%
Number of Stocks
33
26
Portfolio P/E
30.34
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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