Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Invesco - Challengers
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%
1.41%
6 Months
14.93%
13.18%
1 Year
16.79%
2.91%
3 Years
13.85%
14.27%
5 Years
12.48%
—
Since Inception
18.86%
11.83%
Fund Age
14 yrs 11 mo
4 yrs 11 mo
AUM
₹32.99 Cr
₹31.01 Cr
Alpha – 1 Year
17.14%
−1.81%
Alpha – 3 Years
4.85%
2.18%
Information Ratio – 3 Years
0.41
0.24
Volatility – 1 Year
17.36%
18.67%
Volatility – 3 Years
20.03%
17.11%
Beta – 1 Year
0.65
0.97
Beta – 3 Years
0.84
0.95
Sharpe Ratio – 1 Year
0.67
-0.04
Sharpe Ratio – 3 Years
0.57
0.56
Worst Rolling Year
-8.60%
12.64%
Value at Worst Rolling Year
₹0.91 Cr
₹1.13 Cr
Deepest Drawdown
−30.57%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 22% · M 16% · S 61%
L 37% · M 30% · S 33%
Number of Stocks
69
26
Portfolio P/E
70.14
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—