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) |
|---|---|---|---|
| -1.80% | 1.05 | 11.07% | 64.85% |
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 | 5.04% | 8.56% | 10.01% | 29.40% | 29.73% | 16.66% | 19.45% | 19.82% | 18.68% |
| NSE 200 | 6.77% | 8.13% | 11.29% | 26.66% | 24.77% | 16.54% | 16.68% | 13.56% | 12.64% |
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 3M | - | NSE 200 | 18.68% | 46 | 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 | 5.69% | 3.03% | 64.85% | 8.72% | 1.00 | 11.07% | 3.03 | 7.52% | 0.65 | 58.18 % |
| Nifty 500 | -0.41% | -1.39% | -1.80% | 1.05 | 6.84% | 0.64 | 53.33 % | |||
| Nifty Midcap 100 | -14.38% | -8.35% | -22.73% | 0.71 | 4.92% | 0.38 | 49.09 % | |||
| Nifty Smallcap 100 | -17.81% | -14.63% | -32.44% | 0.58 | 7.90% | 0.48 | 50.30 % | |||
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 | 44.10 |
| Mid Cap | 30.36 |
| Small Cap | 16.70 |
| Cash | 8.8 |
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 June 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 Mar 24.
