Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
15.28%
0.32%
1 Year
11.46%
1.03%
3 Years
12.93%
14.82%
5 Years
14.25%
11.82%
Since Inception
20.43%
13.07%
Fund Age
8 yrs 1 mo
5 yrs 2 mo
AUM
₹7.34 Cr
₹56.08 Cr
Alpha – 1 Year
11.81%
−1.95%
Alpha – 3 Years
3.93%
2.94%
Information Ratio – 3 Years
0.17
0.18
Volatility – 1 Year
25.10%
13.89%
Volatility – 3 Years
27.35%
18.35%
Beta – 1 Year
1.24
0.75
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
-0.25
Sharpe Ratio – 3 Years
0.39
0.55
Worst Rolling Year
12.27%
12.65%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−33.40%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 38% · M 29% · S 24%
Number of Stocks
33
37
Portfolio P/E
30.34
29.42
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 · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%