Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Quest Investment Managers – Multi
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%
6.28%
6 Months
15.28%
16.32%
1 Year
11.46%
11.67%
3 Years
12.93%
19.26%
5 Years
14.25%
13.96%
Since Inception
20.43%
16.00%
Fund Age
8 yrs 1 mo
12 yrs
AUM
₹7.34 Cr
₹725.3 Cr
Alpha – 1 Year
11.81%
6.95%
Alpha – 3 Years
3.93%
7.18%
Information Ratio – 3 Years
0.17
0.87
Volatility – 1 Year
25.10%
21.97%
Volatility – 3 Years
27.35%
19.77%
Beta – 1 Year
1.24
1.15
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
0.33
0.37
Sharpe Ratio – 3 Years
0.39
0.73
Worst Rolling Year
12.27%
-10.23%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−33.40%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
29.35%
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 29% · M 26% · S 42%
Number of Stocks
33
34
Portfolio P/E
30.34
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%