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Bonanza Multicap vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
15.28%
2.04%
1 Year
11.46%
13.04%
3 Years
12.93%
15.74%
5 Years
14.25%
14.15%
Since Inception
20.43%
15.13%
Fund Age
8 yrs 1 mo
14 yrs 1 mo
AUM
₹7.34 Cr
₹850.7 Cr
Alpha – 1 Year
11.81%
13.39%
Alpha – 3 Years
3.93%
6.74%
Information Ratio – 3 Years
0.17
1.02
Volatility – 1 Year
25.10%
18.01%
Volatility – 3 Years
27.35%
15.42%
Beta – 1 Year
1.24
1.04
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.33
0.48
Sharpe Ratio – 3 Years
0.39
0.76
Worst Rolling Year
12.27%
-19.06%
Value at Worst Rolling Year
₹1.12 Cr
₹0.81 Cr
Deepest Drawdown
−33.40%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
29.35%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 8% · M 5% · S 83%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%