Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Chanakya Capital - Growth Plan
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
6.51%
3.10%
6 Months
14.93%
2.75%
1 Year
16.79%
19.54%
3 Years
13.85%
16.88%
5 Years
12.48%
17.69%
Since Inception
18.86%
15.84%
Fund Age
14 yrs 11 mo
8 yrs
AUM
₹32.99 Cr
₹335.72 Cr
Alpha – 1 Year
17.14%
19.89%
Alpha – 3 Years
4.85%
7.88%
Information Ratio – 3 Years
0.41
0.91
Volatility – 1 Year
17.36%
22.09%
Volatility – 3 Years
20.03%
17.60%
Beta – 1 Year
0.65
1.28
Beta – 3 Years
0.84
1.08
Sharpe Ratio – 1 Year
0.67
0.68
Sharpe Ratio – 3 Years
0.57
0.74
Worst Rolling Year
-8.60%
9.01%
Value at Worst Rolling Year
₹0.91 Cr
₹1.09 Cr
Deepest Drawdown
−30.57%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 57% · M 6% · S 37%
Number of Stocks
69
192
Portfolio P/E
70.14
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%