Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Marcellus - Rising Giants
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%
0.40%
6 Months
15.28%
4.60%
1 Year
11.46%
−5.85%
3 Years
12.93%
5.64%
5 Years
14.25%
—
Since Inception
20.43%
−0.46%
Fund Age
8 yrs 1 mo
4 yrs 7 mo
AUM
₹7.34 Cr
₹87.75 Cr
Alpha – 1 Year
11.81%
−8.83%
Alpha – 3 Years
3.93%
−6.25%
Information Ratio – 3 Years
0.17
-0.73
Volatility – 1 Year
25.10%
16.46%
Volatility – 3 Years
27.35%
15.18%
Beta – 1 Year
1.24
0.88
Beta – 3 Years
1.14
0.84
Sharpe Ratio – 1 Year
0.33
-0.62
Sharpe Ratio – 3 Years
0.39
0.08
Worst Rolling Year
12.27%
-2.49%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−33.40%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
29.35%
5.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 5% · S 83%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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% / 0% / 0%