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) |
---|---|---|---|
3.88% | 0.95 | 12.90% | 64.81% |
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 | 1.50% | 10.98% | 19.72% | 40.68% | 20.55% | 19.70% | 18.68% | 20.96% | 18.71% |
NSE 200 | 1.32% | 9.38% | 14.57% | 28.49% | 15.75% | 16.16% | 16.66% | 14.75% | 12.20% |
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 | 13Y 11M | 24.79 | NSE 200 | 18.71% | 35 | 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 | 2.46% | 7.16% | 64.81% | 9.62% | 1.02 | 12.90% | 2.01 | 7.76% | 0.67 | 58.02 % |
Nifty 500 | -1.37% | 5.25% | 3.88% | 0.95 | 7.19% | 0.67 | 53.70 % | |||
Nifty Midcap 100 | -14.73% | -2.19% | -16.92% | 0.79 | 5.22% | 0.41 | 49.38 % | |||
Nifty Smallcap 100 | -17.40% | -8.57% | -25.97% | 0.70 | 7.99% | 0.49 | 50.00 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|
Sector Allocation
Holding | % |
---|
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 63.82 |
Mid Cap | 12.04 |
Small Cap | 0.05 |
Cash | 24.09 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 29 Feb 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 Dec 23.