Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
ORO-Alpha Value
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
0.44%
6 Months
−1.81%
5.47%
1 Year
5.85%
6.35%
3 Years
8.65%
—
5 Years
7.90%
—
Since Inception
16.09%
6.04%
Fund Age
16 yrs 4 mo
3 yrs 8 mo
AUM
₹22.08 Cr
₹1.28 Cr
Alpha – 1 Year
6.20%
3.37%
Alpha – 3 Years
−0.35%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
17.32%
17.26%
Volatility – 3 Years
15.11%
15.80%
Beta – 1 Year
0.79
0.95
Beta – 3 Years
0.87
—
Sharpe Ratio – 1 Year
0.10
0.12
Sharpe Ratio – 3 Years
0.36
0.10
Worst Rolling Year
0.88%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−17.79%
−17.83%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
—
Median Rolling Year
18.31%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
L 42% · M 17% · S 27%
Number of Stocks
37
24
Portfolio P/E
45.09
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%