Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
ORO - All Weather Portfolio
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%
−0.19%
6 Months
15.28%
−0.42%
1 Year
11.46%
−4.58%
3 Years
12.93%
16.32%
5 Years
14.25%
13.17%
Since Inception
20.43%
13.94%
Fund Age
8 yrs 1 mo
6 yrs 6 mo
AUM
₹7.34 Cr
₹13.16 Cr
Alpha – 1 Year
11.81%
−7.56%
Alpha – 3 Years
3.93%
4.42%
Information Ratio – 3 Years
0.17
0.49
Volatility – 1 Year
25.10%
16.90%
Volatility – 3 Years
27.35%
17.54%
Beta – 1 Year
1.24
0.86
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
0.33
-0.52
Sharpe Ratio – 3 Years
0.39
0.69
Worst Rolling Year
12.27%
3.91%
Value at Worst Rolling Year
₹1.12 Cr
₹1.04 Cr
Deepest Drawdown
−33.40%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 66% · M 23%
Number of Stocks
33
20
Portfolio P/E
30.34
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%