Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
15.28%
24.02%
1 Year
11.46%
36.06%
3 Years
12.93%
24.43%
5 Years
14.25%
16.10%
Since Inception
20.43%
15.98%
Fund Age
8 yrs 1 mo
14 yrs 10 mo
AUM
₹7.34 Cr
₹214.08 Cr
Alpha – 1 Year
11.81%
31.34%
Alpha – 3 Years
3.93%
12.34%
Information Ratio – 3 Years
0.17
1.07
Volatility – 1 Year
25.10%
26.85%
Volatility – 3 Years
27.35%
19.70%
Beta – 1 Year
1.24
1.34
Beta – 3 Years
1.14
1.03
Sharpe Ratio – 1 Year
0.33
1.08
Sharpe Ratio – 3 Years
0.39
0.96
Worst Rolling Year
12.27%
-9.81%
Value at Worst Rolling Year
₹1.12 Cr
₹0.90 Cr
Deepest Drawdown
−33.40%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
29.35%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 40% · M 33% · S 24%
Number of Stocks
33
31
Portfolio P/E
30.34
42.55
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 · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%