Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Phillip Capital - Signature India 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%
3.08%
6 Months
15.28%
14.24%
1 Year
11.46%
9.21%
3 Years
12.93%
8.31%
5 Years
14.25%
7.74%
Since Inception
20.43%
11.80%
Fund Age
8 yrs 1 mo
10 yrs 3 mo
AUM
₹7.34 Cr
₹251.07 Cr
Alpha – 1 Year
11.81%
4.51%
Alpha – 3 Years
3.93%
−2.91%
Information Ratio – 3 Years
0.17
-0.50
Volatility – 1 Year
25.10%
21.09%
Volatility – 3 Years
27.35%
15.86%
Beta – 1 Year
1.24
1.13
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.33
0.27
Sharpe Ratio – 3 Years
0.39
0.26
Worst Rolling Year
12.27%
-3.45%
Value at Worst Rolling Year
₹1.12 Cr
₹0.97 Cr
Deepest Drawdown
−33.40%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
29.35%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 30% · M 32% · S 34%
Number of Stocks
33
28
Portfolio P/E
30.34
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%