Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Motilal Oswal - Ethical
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%
1.53%
6 Months
15.28%
18.13%
1 Year
11.46%
13.15%
3 Years
12.93%
14.12%
5 Years
14.25%
11.96%
Since Inception
20.43%
13.25%
Fund Age
8 yrs 1 mo
5 yrs 1 mo
AUM
₹7.34 Cr
₹77.09 Cr
Alpha – 1 Year
11.81%
10.17%
Alpha – 3 Years
3.93%
2.24%
Information Ratio – 3 Years
0.17
0.36
Volatility – 1 Year
25.10%
23.76%
Volatility – 3 Years
27.35%
19.81%
Beta – 1 Year
1.24
1.23
Beta – 3 Years
1.14
1.14
Sharpe Ratio – 1 Year
0.33
0.40
Sharpe Ratio – 3 Years
0.39
0.50
Worst Rolling Year
12.27%
8.04%
Value at Worst Rolling Year
₹1.12 Cr
₹1.08 Cr
Deepest Drawdown
−33.40%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 28% · M 28% · S 44%
Number of Stocks
33
20
Portfolio P/E
30.34
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
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%