Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
4.15%
6 Months
14.93%
18.21%
1 Year
16.79%
19.11%
3 Years
13.85%
23.58%
5 Years
12.48%
18.40%
Since Inception
18.86%
13.93%
Fund Age
14 yrs 11 mo
11 yrs 4 mo
AUM
₹32.99 Cr
₹13.37 Cr
Alpha – 1 Year
17.14%
16.13%
Alpha – 3 Years
4.85%
11.69%
Information Ratio – 3 Years
0.41
1.24
Volatility – 1 Year
17.36%
18.18%
Volatility – 3 Years
20.03%
17.99%
Beta – 1 Year
0.65
0.94
Beta – 3 Years
0.84
1.01
Sharpe Ratio – 1 Year
0.67
0.75
Sharpe Ratio – 3 Years
0.57
0.97
Worst Rolling Year
-8.60%
—
Value at Worst Rolling Year
₹0.91 Cr
—
Deepest Drawdown
−30.57%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
82.13%
—
Median Rolling Year
18.70%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 61%
L 27% · M 15% · S 55%
Number of Stocks
69
32
Portfolio P/E
70.14
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%