Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Roha Asset Managers - Emerging Champion
Add SchemeReturn 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%
0.18%
6 Months
15.28%
10.94%
1 Year
11.46%
1.03%
3 Years
12.93%
11.45%
5 Years
14.25%
15.19%
Since Inception
20.43%
27.03%
Fund Age
8 yrs 1 mo
5 yrs 11 mo
AUM
₹7.34 Cr
₹298.71 Cr
Alpha – 1 Year
11.81%
−3.69%
Alpha – 3 Years
3.93%
−0.64%
Information Ratio – 3 Years
0.17
-0.04
Volatility – 1 Year
25.10%
27.68%
Volatility – 3 Years
27.35%
23.40%
Beta – 1 Year
1.24
1.45
Beta – 3 Years
1.14
1.22
Sharpe Ratio – 1 Year
0.33
-0.03
Sharpe Ratio – 3 Years
0.39
0.35
Worst Rolling Year
12.27%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−33.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 5% · S 83%
L 2% · M 2% · S 86%
Number of Stocks
33
36
Portfolio P/E
30.34
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%