Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.27%
4.79%
6 Months
15.28%
13.10%
1 Year
11.46%
18.11%
3 Years
12.93%
14.56%
5 Years
14.25%
8.71%
Since Inception
20.43%
13.67%
Fund Age
8 yrs 1 mo
11 yrs 2 mo
AUM
₹7.34 Cr
₹138.06 Cr
Alpha – 1 Year
11.81%
18.46%
Alpha – 3 Years
3.93%
5.57%
Information Ratio – 3 Years
0.17
0.62
Volatility – 1 Year
25.10%
22.83%
Volatility – 3 Years
27.35%
16.72%
Beta – 1 Year
1.24
1.29
Beta – 3 Years
1.14
1.00
Sharpe Ratio – 1 Year
0.33
0.61
Sharpe Ratio – 3 Years
0.39
0.55
Worst Rolling Year
12.27%
-8.44%
Value at Worst Rolling Year
₹1.12 Cr
₹0.92 Cr
Deepest Drawdown
−33.40%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
29.35%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 38% · M 14% · S 45%
Number of Stocks
33
18
Portfolio P/E
30.34
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%