Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
1.73%
6 Months
14.93%
2.87%
1 Year
16.79%
8.13%
3 Years
13.85%
16.18%
5 Years
12.48%
18.39%
Since Inception
18.86%
20.76%
Fund Age
14 yrs 11 mo
10 yrs
AUM
₹32.99 Cr
₹12,257.23 Cr
Alpha – 1 Year
17.14%
5.15%
Alpha – 3 Years
4.85%
4.29%
Information Ratio – 3 Years
0.41
0.41
Volatility – 1 Year
17.36%
17.45%
Volatility – 3 Years
20.03%
14.35%
Beta – 1 Year
0.65
0.98
Beta – 3 Years
0.84
0.87
Sharpe Ratio – 1 Year
0.67
0.22
Sharpe Ratio – 3 Years
0.57
0.68
Worst Rolling Year
-8.60%
-5.58%
Value at Worst Rolling Year
₹0.91 Cr
₹0.94 Cr
Deepest Drawdown
−30.57%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
82.13%
87.09%
Median Rolling Year
18.70%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 55% · M 21% · S 12%
Number of Stocks
69
40
Portfolio P/E
70.14
24.82
Top 5 Holdings
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%