Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
4.41%
6 Months
15.28%
0.07%
1 Year
11.46%
4.08%
3 Years
12.93%
6.47%
5 Years
14.25%
—
Since Inception
20.43%
11.08%
Fund Age
8 yrs 1 mo
6 yrs 6 mo
AUM
₹7.34 Cr
₹1.91 Cr
Alpha – 1 Year
11.81%
4.51%
Alpha – 3 Years
3.93%
−2.09%
Information Ratio – 3 Years
0.17
-0.44
Volatility – 1 Year
25.10%
16.64%
Volatility – 3 Years
27.35%
14.35%
Beta – 1 Year
1.24
0.98
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
-0.01
Sharpe Ratio – 3 Years
0.39
0.13
Worst Rolling Year
12.27%
5.64%
Value at Worst Rolling Year
₹1.12 Cr
₹1.06 Cr
Deepest Drawdown
−33.40%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
7.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 5% · S 83%
L 90% · M 7%
Number of Stocks
33
50
Portfolio P/E
30.34
26.76
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 · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –