Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
0.67%
6 Months
15.28%
1.38%
1 Year
11.46%
7.78%
3 Years
12.93%
12.37%
5 Years
14.25%
10.07%
Since Inception
20.43%
13.18%
Fund Age
8 yrs 1 mo
6 yrs 8 mo
AUM
₹7.34 Cr
₹1.13 Cr
Alpha – 1 Year
11.81%
8.13%
Alpha – 3 Years
3.93%
3.37%
Information Ratio – 3 Years
0.17
0.42
Volatility – 1 Year
25.10%
17.12%
Volatility – 3 Years
27.35%
14.65%
Beta – 1 Year
1.24
0.93
Beta – 3 Years
1.14
0.90
Sharpe Ratio – 1 Year
0.33
0.21
Sharpe Ratio – 3 Years
0.39
0.51
Worst Rolling Year
12.27%
10.01%
Value at Worst Rolling Year
₹1.12 Cr
₹1.10 Cr
Deepest Drawdown
−33.40%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
15.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 34% · M 14% · S 34%
Number of Stocks
33
43
Portfolio P/E
30.34
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%