Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Motilal Oswal-Founders
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%
0.25%
6 Months
14.93%
15.19%
1 Year
16.79%
3.21%
3 Years
13.85%
19.65%
5 Years
12.48%
—
Since Inception
18.86%
25.09%
Fund Age
14 yrs 11 mo
3 yrs 5 mo
AUM
₹32.99 Cr
₹4,148.34 Cr
Alpha – 1 Year
17.14%
0.23%
Alpha – 3 Years
4.85%
7.77%
Information Ratio – 3 Years
0.41
0.62
Volatility – 1 Year
17.36%
21.54%
Volatility – 3 Years
20.03%
22.15%
Beta – 1 Year
0.65
1.06
Beta – 3 Years
0.84
1.15
Sharpe Ratio – 1 Year
0.67
-0.01
Sharpe Ratio – 3 Years
0.57
0.68
Worst Rolling Year
-8.60%
19.49%
Value at Worst Rolling Year
₹0.91 Cr
₹1.19 Cr
Deepest Drawdown
−30.57%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 61%
L 26% · M 35% · S 37%
Number of Stocks
69
26
Portfolio P/E
70.14
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%