Portfolio Management Services (PMS)Compare Schemes
Bonanza Multicap vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Multicap
Wright Factor Fund
Return 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%
10.96%
6 Months
15.28%
14.84%
1 Year
11.46%
16.93%
3 Years
12.93%
—
5 Years
14.25%
—
Since Inception
20.43%
20.33%
Fund Age
8 yrs 1 mo
3 yrs
AUM
₹7.34 Cr
₹214.05 Cr
Alpha – 1 Year
11.81%
12.21%
Alpha – 3 Years
3.93%
—
Information Ratio – 3 Years
0.17
0.51
Volatility – 1 Year
25.10%
22.29%
Volatility – 3 Years
27.35%
21.03%
Beta – 1 Year
1.24
0.97
Beta – 3 Years
1.14
0.97
Sharpe Ratio – 1 Year
0.33
0.57
Sharpe Ratio – 3 Years
0.39
0.72
Worst Rolling Year
12.27%
18.92%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−33.40%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.35%
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 5% · S 83%
L 12% · M 21% · S 55%
Number of Stocks
33
25
Portfolio P/E
30.34
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%