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) |
|---|---|---|---|
| -6.02% | 0.84 | 12.02% | 65.7% |
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 | -5.19% | -2.50% | 5.73% | 26.54% | 18.77% | 12.77% | 18.11% | 16.78% | 18.16% |
| NSE 200 | -6.45% | -3.58% | 8.71% | 35.90% | 22.05% | 15.68% | 19.84% | 14.35% | 12.42% |
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 | 14Y 8M | 24.71 | NSE 200 | 18.16% | 40-42 | NA |
| 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 | 4.67% | -2.51% | 65.7% | 2.16% | 0.85 | 12.02% | 2.10 | 7.29% | 0.64 | 58.72 % |
| Nifty 500 | -0.70% | -5.32% | -6.02% | 0.84 | 6.38% | 0.61 | 53.49 % | |||
| Nifty Midcap 100 | -9.66% | -5.65% | -15.31% | 0.66 | 4.20% | 0.33 | 48.84 % | |||
| Nifty Smallcap 100 | -10.38% | -7.65% | -18.03% | 0.48 | 6.74% | 0.41 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD | 5.10 |
| RELIANCE INDUSTRIES LTD. | 5.00 |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 4.70 |
| DLF LTD. | 4.20 |
| TATA MOTORS LTD. | 3.70 |
| CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED | 3.50 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 39.79 |
| Mid Cap | 27.64 |
| Small Cap | 21.39 |
| Cash | 11.18 |
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 31 Oct 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
