Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Right Horizons - Perennial
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%
−0.19%
6 Months
15.28%
11.46%
1 Year
11.46%
8.21%
3 Years
12.93%
12.09%
5 Years
14.25%
11.81%
Since Inception
20.43%
13.34%
Fund Age
8 yrs 1 mo
5 yrs 3 mo
AUM
₹7.34 Cr
₹34.29 Cr
Alpha – 1 Year
11.81%
5.23%
Alpha – 3 Years
3.93%
0.21%
Information Ratio – 3 Years
0.17
0.17
Volatility – 1 Year
25.10%
24.84%
Volatility – 3 Years
27.35%
21.42%
Beta – 1 Year
1.24
1.25
Beta – 3 Years
1.14
1.08
Sharpe Ratio – 1 Year
0.33
0.21
Sharpe Ratio – 3 Years
0.39
0.49
Worst Rolling Year
12.27%
7.11%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−33.40%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 5% · M 7% · S 69%
Number of Stocks
33
37
Portfolio P/E
30.34
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%