Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Piper Serica Advisors - Leader 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%
3.10%
6 Months
15.28%
24.70%
1 Year
11.46%
21.80%
3 Years
12.93%
16.46%
5 Years
14.25%
12.29%
Since Inception
20.43%
17.31%
Fund Age
8 yrs 1 mo
7 yrs 2 mo
AUM
₹7.34 Cr
₹328.39 Cr
Alpha – 1 Year
11.81%
22.15%
Alpha – 3 Years
3.93%
7.46%
Information Ratio – 3 Years
0.17
1.55
Volatility – 1 Year
25.10%
22.56%
Volatility – 3 Years
27.35%
18.01%
Beta – 1 Year
1.24
1.10
Beta – 3 Years
1.14
0.98
Sharpe Ratio – 1 Year
0.33
0.85
Sharpe Ratio – 3 Years
0.39
1.07
Worst Rolling Year
12.27%
7.49%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−33.40%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
—
Number of Stocks
33
16
Portfolio P/E
30.34
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%