Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
2.85%
6 Months
14.93%
22.81%
1 Year
16.79%
15.74%
3 Years
13.85%
19.34%
5 Years
12.48%
—
Since Inception
18.86%
24.49%
Fund Age
14 yrs 11 mo
3 yrs 3 mo
AUM
₹32.99 Cr
₹446.96 Cr
Alpha – 1 Year
17.14%
11.02%
Alpha – 3 Years
4.85%
7.25%
Information Ratio – 3 Years
0.41
0.86
Volatility – 1 Year
17.36%
23.09%
Volatility – 3 Years
20.03%
17.79%
Beta – 1 Year
0.65
1.11
Beta – 3 Years
0.84
0.93
Sharpe Ratio – 1 Year
0.67
0.51
Sharpe Ratio – 3 Years
0.57
0.79
Worst Rolling Year
-8.60%
19.32%
Value at Worst Rolling Year
₹0.91 Cr
₹1.19 Cr
Deepest Drawdown
−30.57%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 61%
L 19% · S 80%
Number of Stocks
69
30
Portfolio P/E
70.14
—
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%
—
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—