Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
0.95%
6 Months
15.28%
11.98%
1 Year
11.46%
18.12%
3 Years
12.93%
18.24%
5 Years
14.25%
—
Since Inception
20.43%
20.21%
Fund Age
8 yrs 1 mo
4 yrs 8 mo
AUM
₹7.34 Cr
₹424.87 Cr
Alpha – 1 Year
11.81%
13.40%
Alpha – 3 Years
3.93%
6.15%
Information Ratio – 3 Years
0.17
0.85
Volatility – 1 Year
25.10%
22.44%
Volatility – 3 Years
27.35%
19.69%
Beta – 1 Year
1.24
1.22
Beta – 3 Years
1.14
1.10
Sharpe Ratio – 1 Year
0.33
0.61
Sharpe Ratio – 3 Years
0.39
0.80
Worst Rolling Year
12.27%
18.24%
Value at Worst Rolling Year
₹1.12 Cr
₹1.18 Cr
Deepest Drawdown
−33.40%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 5% · S 83%
M 1% · S 89%
Number of Stocks
33
30
Portfolio P/E
30.34
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%