Bonanza Growth aims to provide growth-oriented approach to portfolio by cherry picking securities which they believe have high potential based on both fundamental and technical research.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 3.36% | 0.44 | 15.38% | 65.38% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Bonanza Growth | 4.33% | -2.55% | 7.49% | -4.59% | 11.62% | 13.82% | 15.84% | 16.00% | 17.02% |
| NIFTY 50 TRI | 0.77% | -3.20% | 5.53% | -3.45% | 13.32% | 14.23% | 18.37% | 13.34% | 11.84% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Bonanza Growth | Large Cap | Bonanza Portfolio Limited | 01 April 2010 | 15Y 7M | 24 | NIFTY 50 TRI | 17.02% | 39 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -1.81% | 0.08% | 65.38% | -1.73% | 0.78 | 15.38% | -0.49 | 6.63% | 0.58 | 59.34 % |
| Nifty 500 | -2.80% | 2.68% | -0.12% | 0.74 | 5.86% | 0.55 | 53.85 % | |||
| Nifty Midcap 100 | -7.79% | 7.39% | -0.40% | 0.62 | 3.71% | 0.29 | 48.35 % | |||
| Nifty Smallcap 100 | -5.56% | 8.92% | 3.36% | 0.44 | 6.54% | 0.40 | 50.55 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 24.77 |
| Bank | 13.50 |
| Realty | 7.88 |
| IT | 5.95 |
| Finance | 4.68 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 27.42 |
| Mid Cap | 15.53 |
| Small Cap | 35.70 |
| Cash | 21.35 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Sep 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Aug 25.
