Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
3.29%
6 Months
15.28%
14.68%
1 Year
11.46%
11.65%
3 Years
12.93%
7.09%
5 Years
14.25%
8.41%
Since Inception
20.43%
10.45%
Fund Age
8 yrs 1 mo
10 yrs 5 mo
AUM
₹7.34 Cr
₹24.48 Cr
Alpha – 1 Year
11.81%
12.00%
Alpha – 3 Years
3.93%
−1.90%
Information Ratio – 3 Years
0.17
-0.12
Volatility – 1 Year
25.10%
20.48%
Volatility – 3 Years
27.35%
16.32%
Beta – 1 Year
1.24
1.11
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
0.36
Sharpe Ratio – 3 Years
0.39
0.15
Worst Rolling Year
12.27%
-5.06%
Value at Worst Rolling Year
₹1.12 Cr
₹0.95 Cr
Deepest Drawdown
−33.40%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
29.35%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 41% · M 5% · S 35%
Number of Stocks
33
31
Portfolio P/E
30.34
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –