Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Motilal Oswal - NTDOP
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Motilal Oswal - NTDOP
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
3.69%
6 Months
−1.81%
8.66%
1 Year
5.85%
4.44%
3 Years
8.65%
14.48%
5 Years
7.90%
8.94%
Since Inception
16.09%
14.23%
Fund Age
16 yrs 4 mo
18 yrs 11 mo
AUM
₹22.08 Cr
₹4,562.38 Cr
Alpha – 1 Year
6.20%
1.46%
Alpha – 3 Years
−0.35%
2.60%
Information Ratio – 3 Years
0.11
0.08
Volatility – 1 Year
17.32%
20.33%
Volatility – 3 Years
15.11%
19.22%
Beta – 1 Year
0.79
1.12
Beta – 3 Years
0.87
1.12
Sharpe Ratio – 1 Year
0.10
0.00
Sharpe Ratio – 3 Years
0.36
0.51
Worst Rolling Year
0.88%
-6.78%
Value at Worst Rolling Year
₹1.01 Cr
₹0.93 Cr
Deepest Drawdown
−17.79%
−26.97%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
96.01%
Median Rolling Year
18.31%
15.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 47%
L 16% · M 42% · S 38%
Number of Stocks
37
33
Portfolio P/E
45.09
40.71
Top 5 Holdings
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%