Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
3.12%
6 Months
15.28%
20.18%
1 Year
11.46%
17.30%
3 Years
12.93%
18.32%
5 Years
14.25%
—
Since Inception
20.43%
21.17%
Fund Age
8 yrs 1 mo
3 yrs 2 mo
AUM
₹7.34 Cr
₹171.55 Cr
Alpha – 1 Year
11.81%
12.58%
Alpha – 3 Years
3.93%
6.23%
Information Ratio – 3 Years
0.17
0.82
Volatility – 1 Year
25.10%
24.39%
Volatility – 3 Years
27.35%
21.61%
Beta – 1 Year
1.24
1.30
Beta – 3 Years
1.14
1.25
Sharpe Ratio – 1 Year
0.33
0.55
Sharpe Ratio – 3 Years
0.39
0.70
Worst Rolling Year
12.27%
18.30%
Value at Worst Rolling Year
₹1.12 Cr
₹1.18 Cr
Deepest Drawdown
−33.40%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 5% · S 83%
L 4% · M 4% · S 88%
Number of Stocks
33
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
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%
1% / 0% / 0%