Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
6.38%
6 Months
15.28%
30.29%
1 Year
11.46%
21.45%
3 Years
12.93%
18.94%
5 Years
14.25%
—
Since Inception
20.43%
23.25%
Fund Age
8 yrs 1 mo
3 yrs 1 mo
AUM
₹7.34 Cr
₹185.04 Cr
Alpha – 1 Year
11.81%
16.73%
Alpha – 3 Years
3.93%
6.85%
Information Ratio – 3 Years
0.17
0.59
Volatility – 1 Year
25.10%
29.11%
Volatility – 3 Years
27.35%
25.42%
Beta – 1 Year
1.24
1.26
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.33
0.62
Sharpe Ratio – 3 Years
0.39
0.60
Worst Rolling Year
12.27%
18.95%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−33.40%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 5% · S 83%
—
Number of Stocks
33
40
Portfolio P/E
30.34
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%