Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
Oro-alpha compounders
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%
2.98%
6 Months
−1.81%
−0.13%
1 Year
5.85%
−2.80%
3 Years
8.65%
13.20%
5 Years
7.90%
—
Since Inception
16.09%
13.51%
Fund Age
16 yrs 4 mo
3 yrs 8 mo
AUM
₹22.08 Cr
₹30.6 Cr
Alpha – 1 Year
6.20%
−5.78%
Alpha – 3 Years
−0.35%
1.30%
Information Ratio – 3 Years
0.11
0.16
Volatility – 1 Year
17.32%
16.62%
Volatility – 3 Years
15.11%
16.99%
Beta – 1 Year
0.79
0.93
Beta – 3 Years
0.87
1.05
Sharpe Ratio – 1 Year
0.10
-0.42
Sharpe Ratio – 3 Years
0.36
0.50
Worst Rolling Year
0.88%
13.00%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.79%
−20.23%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 44% · M 26% · S 17%
Number of Stocks
37
24
Portfolio P/E
45.09
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%