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) |
|---|---|---|---|
| -3.77% | 0.44 | 9.38% | 66.09% |
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 | -7.87% | -6.40% | -8.74% | -0.31% | 16.39% | 10.58% | 16.02% | 14.65% | 17.28% |
| NIFTY 50 TRI | -0.45% | -2.71% | -5.31% | 9.58% | 16.73% | 12.02% | 15.82% | 11.68% | 11.98% |
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 10M | 21.63 | NIFTY 50 TRI | 17.28% | 37 | 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 | 3.04% | -1.42% | 66.09% | 1.62% | 0.46 | 9.38% | 0.99 | 7.33% | 0.63 | 59.20 % |
| Nifty 500 | -1.11% | -2.66% | -3.77% | 0.44 | 6.42% | 0.60 | 54.02 % | |||
| Nifty Midcap 100 | -8.05% | -0.45% | -8.50% | 0.37 | 4.28% | 0.33 | 49.43 % | |||
| Nifty Smallcap 100 | -8.17% | -1.66% | -9.83% | 0.34 | 6.79% | 0.42 | 50.57 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| SUN PHARMACEUTICAL IND L | 4.81 |
| BHARTI AIRTEL LIMITED | 4.60 |
| HDFC BANK LTD | 4.50 |
| LUPIN LIMITED | 4.49 |
| INFOSYS LIMITED | 4.08 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 24.77 |
| Bank | 13.50 |
| Realty | 7.88 |
| IT | 5.95 |
| Finance | 4.68 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 49.21 |
| Mid Cap | 17.90 |
| Small Cap | 16.03 |
| Cash | 16.86 |
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 Jan 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 Dec 24.
