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) |
|---|---|---|---|
| -2.16% | 0.71 | 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 | -5.48% | -11.67% | -14.85% | -7.16% | 14.27% | 10.48% | 15.60% | 14.04% | 16.73% |
| NIFTY 50 TRI | -5.79% | -8.10% | -11.98% | 1.89% | 14.42% | 10.93% | 15.96% | 10.89% | 11.46% |
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 11M | 21.06 | NIFTY 50 TRI | 16.73% | 35 | 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 | 4.17% | 0.03% | 66.09% | 4.20% | 0.70 | 9.38% | 0.99 | 7.51% | 0.66 | 59.20 % |
| Nifty 500 | -0.40% | -1.76% | -2.16% | 0.71 | 6.53% | 0.63 | 54.02 % | |||
| Nifty Midcap 100 | -9.09% | -1.76% | -10.85% | 0.60 | 4.13% | 0.33 | 48.85 % | |||
| Nifty Smallcap 100 | -8.65% | -2.28% | -10.93% | 0.37 | 6.72% | 0.41 | 50.00 % | |||
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 | 42.48 |
| Mid Cap | 18.51 |
| Small Cap | 10.48 |
| Cash | 28.53 |
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 28 Feb 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.
