Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Renaissance - Midcap 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%
3.30%
6 Months
15.28%
9.86%
1 Year
11.46%
0.86%
3 Years
12.93%
8.29%
5 Years
14.25%
15.11%
Since Inception
20.43%
11.40%
Fund Age
8 yrs 1 mo
8 yrs 7 mo
AUM
₹7.34 Cr
₹119.22 Cr
Alpha – 1 Year
11.81%
1.21%
Alpha – 3 Years
3.93%
−0.71%
Information Ratio – 3 Years
0.17
-0.05
Volatility – 1 Year
25.10%
21.27%
Volatility – 3 Years
27.35%
19.22%
Beta – 1 Year
1.24
1.20
Beta – 3 Years
1.14
1.19
Sharpe Ratio – 1 Year
0.33
-0.10
Sharpe Ratio – 3 Years
0.39
0.25
Worst Rolling Year
12.27%
0.71%
Value at Worst Rolling Year
₹1.12 Cr
₹1.01 Cr
Deepest Drawdown
−33.40%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
29.35%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 2% · M 52% · S 44%
Number of Stocks
33
33
Portfolio P/E
30.34
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%