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) |
|---|---|---|---|
| -0.20% | 0.81 | 14.05% | 65.73% |
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 | 5.30% | 13.27% | 0.05% | 4.60% | 16.73% | 16.39% | 21.23% | 15.71% | 17.40% |
| NIFTY 50 TRI | 1.92% | 12.13% | 3.05% | 11.08% | 16.90% | 15.56% | 22.32% | 12.75% | 12.12% |
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 3M | 23.86 | NIFTY 50 TRI | 17.40% | 31 | 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 | -1.78% | -1.15% | 65.73% | -2.93% | 0.85 | 14.05% | 0.08 | 6.79% | 0.60 | 58.99 % |
| Nifty 500 | -2.35% | 2.15% | -0.20% | 0.81 | 6.17% | 0.59 | 53.93 % | |||
| Nifty Midcap 100 | -7.87% | 6.19% | -1.68% | 0.67 | 4.13% | 0.33 | 48.31 % | |||
| Nifty Smallcap 100 | -3.13% | 11.16% | 8.03% | 0.50 | 7.22% | 0.44 | 50.56 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| KOTAK MAHINDRA BANK LTD | 5.49 |
| ICICI BANK LTD. | 5.40 |
| ASTRA MICROWAVE LTD | 5.18 |
| HINDUSTAN AERONAUTICS LTD | 5.06 |
| PARAS DEF AND SPCE TECH L | 4.58 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 24.77 |
| Bank | 13.50 |
| Realty | 7.88 |
| IT | 5.95 |
| Finance | 4.68 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 35.75 |
| Mid Cap | 23.33 |
| Small Cap | 28.93 |
| Cash | 11.99 |
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 May 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 Apr 25.
