Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
0.97%
6 Months
15.28%
6.33%
1 Year
11.46%
−0.99%
3 Years
12.93%
6.26%
5 Years
14.25%
6.47%
Since Inception
20.43%
5.18%
Fund Age
8 yrs 1 mo
19 yrs 5 mo
AUM
₹7.34 Cr
₹95.89 Cr
Alpha – 1 Year
11.81%
2.51%
Alpha – 3 Years
3.93%
−2.73%
Information Ratio – 3 Years
0.17
-0.10
Volatility – 1 Year
25.10%
20.93%
Volatility – 3 Years
27.35%
17.77%
Beta – 1 Year
1.24
1.14
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
0.33
-0.20
Sharpe Ratio – 3 Years
0.39
0.23
Worst Rolling Year
12.27%
-21.50%
Value at Worst Rolling Year
₹1.12 Cr
₹0.79 Cr
Deepest Drawdown
−33.40%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
29.35%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 8% · M 5% · S 83%
L 77% · M 12% · S 11%
Number of Stocks
33
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%