Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Tamohara - TRUFFLE
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%
8.72%
6 Months
15.28%
28.59%
1 Year
11.46%
28.02%
3 Years
12.93%
18.67%
5 Years
14.25%
17.18%
Since Inception
20.43%
20.03%
Fund Age
8 yrs 1 mo
5 yrs 4 mo
AUM
₹7.34 Cr
₹221.27 Cr
Alpha – 1 Year
11.81%
28.37%
Alpha – 3 Years
3.93%
9.68%
Information Ratio – 3 Years
0.17
0.87
Volatility – 1 Year
25.10%
22.32%
Volatility – 3 Years
27.35%
17.88%
Beta – 1 Year
1.24
1.03
Beta – 3 Years
1.14
0.95
Sharpe Ratio – 1 Year
0.33
0.99
Sharpe Ratio – 3 Years
0.39
0.81
Worst Rolling Year
12.27%
13.69%
Value at Worst Rolling Year
₹1.12 Cr
₹1.14 Cr
Deepest Drawdown
−33.40%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 19% · M 4% · S 74%
Number of Stocks
33
29
Portfolio P/E
30.34
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –