Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Turtle Wealth - Profit Mantra
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Bonanza Multicap
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
7.48%
6 Months
15.28%
9.42%
1 Year
11.46%
28.25%
3 Years
12.93%
18.47%
5 Years
14.25%
21.31%
Since Inception
20.43%
21.69%
Fund Age
8 yrs 1 mo
5 yrs
AUM
₹7.34 Cr
₹79.02 Cr
Alpha – 1 Year
11.81%
23.53%
Alpha – 3 Years
3.93%
6.38%
Information Ratio – 3 Years
0.17
0.27
Volatility – 1 Year
25.10%
18.12%
Volatility – 3 Years
27.35%
27.25%
Beta – 1 Year
1.24
0.87
Beta – 3 Years
1.14
0.86
Sharpe Ratio – 1 Year
0.33
1.18
Sharpe Ratio – 3 Years
0.39
0.56
Worst Rolling Year
12.27%
15.67%
Value at Worst Rolling Year
₹1.12 Cr
₹1.16 Cr
Deepest Drawdown
−33.40%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 10% · M 9% · S 69%
Number of Stocks
33
34
Portfolio P/E
30.34
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%