Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Motilal Oswal - Ethical
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%
1.53%
6 Months
14.93%
18.13%
1 Year
16.79%
13.15%
3 Years
13.85%
14.12%
5 Years
12.48%
11.96%
Since Inception
18.86%
13.25%
Fund Age
14 yrs 11 mo
5 yrs 1 mo
AUM
₹32.99 Cr
₹77.09 Cr
Alpha – 1 Year
17.14%
10.17%
Alpha – 3 Years
4.85%
2.24%
Information Ratio – 3 Years
0.41
0.36
Volatility – 1 Year
17.36%
23.76%
Volatility – 3 Years
20.03%
19.81%
Beta – 1 Year
0.65
1.23
Beta – 3 Years
0.84
1.14
Sharpe Ratio – 1 Year
0.67
0.40
Sharpe Ratio – 3 Years
0.57
0.50
Worst Rolling Year
-8.60%
8.04%
Value at Worst Rolling Year
₹0.91 Cr
₹1.08 Cr
Deepest Drawdown
−30.57%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 28% · M 28% · S 44%
Number of Stocks
69
20
Portfolio P/E
70.14
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%