Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
MOAT - UpperCrust Wealth Fund
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%
4.61%
6 Months
15.28%
3.41%
1 Year
11.46%
20.00%
3 Years
12.93%
24.29%
5 Years
14.25%
—
Since Inception
20.43%
15.71%
Fund Age
8 yrs 1 mo
4 yrs 7 mo
AUM
₹7.34 Cr
₹129.22 Cr
Alpha – 1 Year
11.81%
15.28%
Alpha – 3 Years
3.93%
12.20%
Information Ratio – 3 Years
0.17
1.16
Volatility – 1 Year
25.10%
22.01%
Volatility – 3 Years
27.35%
22.99%
Beta – 1 Year
1.24
0.67
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
0.70
Sharpe Ratio – 3 Years
0.39
1.11
Worst Rolling Year
12.27%
13.28%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−33.40%
−27.23%
Recovery Period
Not yet recovered
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
25.12%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 5% · S 83%
—
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%
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%