Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
15.28%
7.38%
1 Year
11.46%
6.08%
3 Years
12.93%
8.22%
5 Years
14.25%
7.99%
Since Inception
20.43%
12.63%
Fund Age
8 yrs 1 mo
9 yrs 9 mo
AUM
₹7.34 Cr
₹145.75 Cr
Alpha – 1 Year
11.81%
1.36%
Alpha – 3 Years
3.93%
−3.87%
Information Ratio – 3 Years
0.17
-0.60
Volatility – 1 Year
25.10%
20.08%
Volatility – 3 Years
27.35%
16.27%
Beta – 1 Year
1.24
1.12
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
0.13
Sharpe Ratio – 3 Years
0.39
0.24
Worst Rolling Year
12.27%
-1.76%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−33.40%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
29.35%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 62% · M 20% · S 7%
Number of Stocks
33
25
Portfolio P/E
30.34
—
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%