Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Magadh - Future Stars
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%
3.10%
6 Months
14.93%
4.24%
1 Year
16.79%
17.00%
3 Years
13.85%
21.79%
5 Years
12.48%
20.77%
Since Inception
18.86%
20.65%
Fund Age
14 yrs 11 mo
5 yrs
AUM
₹32.99 Cr
₹88.27 Cr
Alpha – 1 Year
17.14%
12.28%
Alpha – 3 Years
4.85%
9.70%
Information Ratio – 3 Years
0.41
1.38
Volatility – 1 Year
17.36%
20.96%
Volatility – 3 Years
20.03%
18.52%
Beta – 1 Year
0.65
1.12
Beta – 3 Years
0.84
1.04
Sharpe Ratio – 1 Year
0.67
0.60
Sharpe Ratio – 3 Years
0.57
1.04
Worst Rolling Year
-8.60%
21.72%
Value at Worst Rolling Year
₹0.91 Cr
₹1.22 Cr
Deepest Drawdown
−30.57%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 19% · M 45% · S 35%
Number of Stocks
69
25
Portfolio P/E
70.14
27.45
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 · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.5% / 0% / 0%