Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
7.67%
6 Months
15.28%
27.70%
1 Year
11.46%
47.52%
3 Years
12.93%
23.98%
5 Years
14.25%
15.87%
Since Inception
20.43%
18.55%
Fund Age
8 yrs 1 mo
16 yrs 2 mo
AUM
₹7.34 Cr
₹1,022.92 Cr
Alpha – 1 Year
11.81%
42.80%
Alpha – 3 Years
3.93%
11.89%
Information Ratio – 3 Years
0.17
1.12
Volatility – 1 Year
25.10%
28.29%
Volatility – 3 Years
27.35%
20.76%
Beta – 1 Year
1.24
1.36
Beta – 3 Years
1.14
1.07
Sharpe Ratio – 1 Year
0.33
1.33
Sharpe Ratio – 3 Years
0.39
0.99
Worst Rolling Year
12.27%
-4.58%
Value at Worst Rolling Year
₹1.12 Cr
₹0.95 Cr
Deepest Drawdown
−33.40%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
29.35%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 22% · M 32% · S 42%
Number of Stocks
33
26
Portfolio P/E
30.34
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%