Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
First Global - The India Super 50
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%
0.48%
6 Months
14.93%
0.17%
1 Year
16.79%
1.53%
3 Years
13.85%
6.30%
5 Years
12.48%
7.16%
Since Inception
18.86%
16.58%
Fund Age
14 yrs 11 mo
6 yrs 6 mo
AUM
₹32.99 Cr
₹182.72 Cr
Alpha – 1 Year
17.14%
−3.19%
Alpha – 3 Years
4.85%
−5.79%
Information Ratio – 3 Years
0.41
-1.15
Volatility – 1 Year
17.36%
17.17%
Volatility – 3 Years
20.03%
15.94%
Beta – 1 Year
0.65
0.97
Beta – 3 Years
0.84
0.99
Sharpe Ratio – 1 Year
0.67
-0.13
Sharpe Ratio – 3 Years
0.57
0.13
Worst Rolling Year
-8.60%
6.16%
Value at Worst Rolling Year
₹0.91 Cr
₹1.06 Cr
Deepest Drawdown
−30.57%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
—
Number of Stocks
69
60
Portfolio P/E
70.14
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
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
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%