Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
15.28%
31.10%
1 Year
11.46%
52.47%
3 Years
12.93%
17.74%
5 Years
14.25%
16.38%
Since Inception
20.43%
15.58%
Fund Age
8 yrs 1 mo
16 yrs 9 mo
AUM
₹7.34 Cr
₹132.42 Cr
Alpha – 1 Year
11.81%
47.75%
Alpha – 3 Years
3.93%
5.65%
Information Ratio – 3 Years
0.17
0.46
Volatility – 1 Year
25.10%
26.74%
Volatility – 3 Years
27.35%
21.32%
Beta – 1 Year
1.24
1.30
Beta – 3 Years
1.14
0.97
Sharpe Ratio – 1 Year
0.33
1.52
Sharpe Ratio – 3 Years
0.39
0.68
Worst Rolling Year
12.27%
-15.93%
Value at Worst Rolling Year
₹1.12 Cr
₹0.84 Cr
Deepest Drawdown
−33.40%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
29.35%
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 8% · M 5% · S 83%
M 9% · S 83%
Number of Stocks
33
26
Portfolio P/E
30.34
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%