Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Sundaram Alternate - SISOP
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%
5.72%
6 Months
15.28%
23.48%
1 Year
11.46%
38.68%
3 Years
12.93%
26.01%
5 Years
14.25%
16.58%
Since Inception
20.43%
18.98%
Fund Age
8 yrs 1 mo
16 yrs 6 mo
AUM
₹7.34 Cr
₹1,885.18 Cr
Alpha – 1 Year
11.81%
33.96%
Alpha – 3 Years
3.93%
13.92%
Information Ratio – 3 Years
0.17
1.27
Volatility – 1 Year
25.10%
28.06%
Volatility – 3 Years
27.35%
20.41%
Beta – 1 Year
1.24
1.39
Beta – 3 Years
1.14
1.06
Sharpe Ratio – 1 Year
0.33
1.12
Sharpe Ratio – 3 Years
0.39
1.06
Worst Rolling Year
12.27%
-4.06%
Value at Worst Rolling Year
₹1.12 Cr
₹0.96 Cr
Deepest Drawdown
−33.40%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
29.35%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 8% · M 5% · S 83%
L 40% · M 32% · S 24%
Number of Stocks
33
28
Portfolio P/E
30.34
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%