Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
0.78%
6 Months
−1.81%
11.75%
1 Year
5.85%
−2.37%
3 Years
8.65%
17.81%
5 Years
7.90%
14.66%
Since Inception
16.09%
18.91%
Fund Age
16 yrs 4 mo
23 yrs 5 mo
AUM
₹22.08 Cr
₹3,220.2 Cr
Alpha – 1 Year
6.20%
−5.35%
Alpha – 3 Years
−0.35%
5.93%
Information Ratio – 3 Years
0.11
0.54
Volatility – 1 Year
17.32%
21.49%
Volatility – 3 Years
15.11%
20.84%
Beta – 1 Year
0.79
1.07
Beta – 3 Years
0.87
1.13
Sharpe Ratio – 1 Year
0.10
-0.27
Sharpe Ratio – 3 Years
0.36
0.64
Worst Rolling Year
0.88%
-7.44%
Value at Worst Rolling Year
₹1.01 Cr
₹0.93 Cr
Deepest Drawdown
−17.79%
−27.33%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
94.32%
Median Rolling Year
18.31%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 22% · M 16% · S 47%
L 28% · M 48% · S 19%
Number of Stocks
37
27
Portfolio P/E
45.09
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%