Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
White Oak India Select Equity 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%
4.84%
6 Months
15.28%
7.61%
1 Year
11.46%
−0.76%
3 Years
12.93%
11.28%
5 Years
14.25%
9.58%
Since Inception
20.43%
11.67%
Fund Age
8 yrs 1 mo
7 yrs 11 mo
AUM
₹7.34 Cr
₹12.5 Cr
Alpha – 1 Year
11.81%
−3.74%
Alpha – 3 Years
3.93%
−0.61%
Information Ratio – 3 Years
0.17
-0.06
Volatility – 1 Year
25.10%
20.02%
Volatility – 3 Years
27.35%
16.21%
Beta – 1 Year
1.24
1.05
Beta – 3 Years
1.14
0.91
Sharpe Ratio – 1 Year
0.33
-0.22
Sharpe Ratio – 3 Years
0.39
0.41
Worst Rolling Year
12.27%
8.66%
Value at Worst Rolling Year
₹1.12 Cr
₹1.09 Cr
Deepest Drawdown
−33.40%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 5% · S 83%
L 36% · M 30% · S 35%
Number of Stocks
33
15
Portfolio P/E
30.34
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%