Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Unifi Insider Shadow*
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
4.21%
6 Months
15.28%
10.07%
1 Year
11.46%
9.44%
3 Years
12.93%
8.18%
5 Years
14.25%
8.16%
Since Inception
20.43%
14.06%
Fund Age
8 yrs 1 mo
16 yrs 4 mo
AUM
₹7.34 Cr
₹85.99 Cr
Alpha – 1 Year
11.81%
4.72%
Alpha – 3 Years
3.93%
−3.91%
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
25.10%
17.03%
Volatility – 3 Years
27.35%
—
Beta – 1 Year
1.24
0.92
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.33
0.30
Sharpe Ratio – 3 Years
0.39
—
Worst Rolling Year
12.27%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−33.40%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.35%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 8% · M 5% · S 83%
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Number of Stocks
33
—
Portfolio P/E
30.34
—
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%
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Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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