Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Karma - 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%
4.30%
6 Months
15.28%
9.50%
1 Year
11.46%
10.30%
3 Years
12.93%
13.40%
5 Years
14.25%
13.85%
Since Inception
20.43%
12.90%
Fund Age
8 yrs 1 mo
19 yrs 8 mo
AUM
₹7.34 Cr
₹295.65 Cr
Alpha – 1 Year
11.81%
5.60%
Alpha – 3 Years
3.93%
1.30%
Information Ratio – 3 Years
0.17
0.46
Volatility – 1 Year
25.10%
20.18%
Volatility – 3 Years
27.35%
17.30%
Beta – 1 Year
1.24
1.09
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.33
0.32
Sharpe Ratio – 3 Years
0.39
0.49
Worst Rolling Year
12.27%
-20.52%
Value at Worst Rolling Year
₹1.12 Cr
₹0.79 Cr
Deepest Drawdown
−33.40%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
29.35%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 8% · M 5% · S 83%
L 21% · M 15% · S 62%
Number of Stocks
33
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –