Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
4.15%
6 Months
15.28%
18.21%
1 Year
11.46%
19.11%
3 Years
12.93%
23.58%
5 Years
14.25%
18.40%
Since Inception
20.43%
13.93%
Fund Age
8 yrs 1 mo
11 yrs 4 mo
AUM
₹7.34 Cr
₹13.37 Cr
Alpha – 1 Year
11.81%
16.13%
Alpha – 3 Years
3.93%
11.69%
Information Ratio – 3 Years
0.17
1.24
Volatility – 1 Year
25.10%
18.18%
Volatility – 3 Years
27.35%
17.99%
Beta – 1 Year
1.24
0.94
Beta – 3 Years
1.14
1.01
Sharpe Ratio – 1 Year
0.33
0.75
Sharpe Ratio – 3 Years
0.39
0.97
Worst Rolling Year
12.27%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−33.40%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 5% · S 83%
L 27% · M 15% · S 55%
Number of Stocks
33
32
Portfolio P/E
30.34
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%