Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
2.31%
6 Months
15.28%
2.53%
1 Year
11.46%
6.47%
3 Years
12.93%
7.48%
5 Years
14.25%
—
Since Inception
20.43%
8.12%
Fund Age
8 yrs 1 mo
3 yrs 3 mo
AUM
₹7.34 Cr
₹32.76 Cr
Alpha – 1 Year
11.81%
−0.39%
Alpha – 3 Years
3.93%
−3.56%
Information Ratio – 3 Years
0.17
-0.35
Volatility – 1 Year
25.10%
5.60%
Volatility – 3 Years
27.35%
5.15%
Beta – 1 Year
1.24
0.43
Beta – 3 Years
1.14
0.49
Sharpe Ratio – 1 Year
0.33
0.22
Sharpe Ratio – 3 Years
0.39
0.41
Worst Rolling Year
12.27%
6.82%
Value at Worst Rolling Year
₹1.12 Cr
₹1.07 Cr
Deepest Drawdown
−33.40%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
7.67%
5-Year Rolling Windows Positive
—
—
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%
—
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%