Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
−2.26%
6 Months
15.28%
9.35%
1 Year
11.46%
10.43%
3 Years
12.93%
15.16%
5 Years
14.25%
—
Since Inception
20.43%
21.24%
Fund Age
8 yrs 1 mo
4 yrs 11 mo
AUM
₹7.34 Cr
₹16.88 Cr
Alpha – 1 Year
11.81%
8.57%
Alpha – 3 Years
3.93%
3.08%
Information Ratio – 3 Years
0.17
0.34
Volatility – 1 Year
25.10%
33.08%
Volatility – 3 Years
27.35%
27.65%
Beta – 1 Year
1.24
1.54
Beta – 3 Years
1.14
1.38
Sharpe Ratio – 1 Year
0.33
0.28
Sharpe Ratio – 3 Years
0.39
0.51
Worst Rolling Year
12.27%
12.88%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−33.40%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
24.61%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 8% · M 5% · S 83%
L 9% · M 17% · S 71%
Number of Stocks
33
16
Portfolio P/E
30.34
48.24
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%
—
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%