Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
−0.96%
6 Months
15.28%
−5.85%
1 Year
11.46%
1.08%
3 Years
12.93%
1.92%
5 Years
14.25%
1.54%
Since Inception
20.43%
4.73%
Fund Age
8 yrs 1 mo
9 yrs 11 mo
AUM
₹7.34 Cr
₹4.85 Cr
Alpha – 1 Year
11.81%
−8.50%
Alpha – 3 Years
3.93%
−7.97%
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
25.10%
9.90%
Volatility – 3 Years
27.35%
26.17%
Beta – 1 Year
1.24
—
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.33
-0.53
Sharpe Ratio – 3 Years
0.39
0.01
Worst Rolling Year
12.27%
2.80%
Value at Worst Rolling Year
₹1.12 Cr
₹1.03 Cr
Deepest Drawdown
−33.40%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
—
Number of Stocks
33
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%