Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Right Horizons - Super Value Fund
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%
3.00%
6 Months
15.28%
20.83%
1 Year
11.46%
12.18%
3 Years
12.93%
13.97%
5 Years
14.25%
17.12%
Since Inception
20.43%
15.75%
Fund Age
8 yrs 1 mo
13 yrs 8 mo
AUM
₹7.34 Cr
₹205.48 Cr
Alpha – 1 Year
11.81%
9.20%
Alpha – 3 Years
3.93%
2.09%
Information Ratio – 3 Years
0.17
0.40
Volatility – 1 Year
25.10%
27.53%
Volatility – 3 Years
27.35%
22.15%
Beta – 1 Year
1.24
1.45
Beta – 3 Years
1.14
1.20
Sharpe Ratio – 1 Year
0.33
0.35
Sharpe Ratio – 3 Years
0.39
0.55
Worst Rolling Year
12.27%
-9.57%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−33.40%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
29.35%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 8% · M 5% · S 83%
L 17% · M 21% · S 60%
Number of Stocks
33
30
Portfolio P/E
30.34
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%