Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
1.70%
6 Months
14.93%
9.08%
1 Year
16.79%
−2.99%
3 Years
13.85%
5.96%
5 Years
12.48%
8.08%
Since Inception
18.86%
15.75%
Fund Age
14 yrs 11 mo
7 yrs 2 mo
AUM
₹32.99 Cr
₹61.93 Cr
Alpha – 1 Year
17.14%
−7.71%
Alpha – 3 Years
4.85%
−6.13%
Information Ratio – 3 Years
0.41
-0.39
Volatility – 1 Year
17.36%
26.39%
Volatility – 3 Years
20.03%
21.38%
Beta – 1 Year
0.65
1.37
Beta – 3 Years
0.84
1.14
Sharpe Ratio – 1 Year
0.67
-0.20
Sharpe Ratio – 3 Years
0.57
0.18
Worst Rolling Year
-8.60%
5.04%
Value at Worst Rolling Year
₹0.91 Cr
₹1.05 Cr
Deepest Drawdown
−30.57%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
17.83%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 2% · M 12% · S 82%
Number of Stocks
69
24
Portfolio P/E
70.14
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%