Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Motilal Oswal - Mid to Mega strategy
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%
4.17%
6 Months
14.93%
19.62%
1 Year
16.79%
12.19%
3 Years
13.85%
23.51%
5 Years
12.48%
13.96%
Since Inception
18.86%
23.13%
Fund Age
14 yrs 11 mo
6 yrs 7 mo
AUM
₹32.99 Cr
₹2,332.81 Cr
Alpha – 1 Year
17.14%
9.21%
Alpha – 3 Years
4.85%
11.63%
Information Ratio – 3 Years
0.41
0.83
Volatility – 1 Year
17.36%
26.11%
Volatility – 3 Years
20.03%
21.82%
Beta – 1 Year
0.65
1.32
Beta – 3 Years
0.84
1.14
Sharpe Ratio – 1 Year
0.67
0.33
Sharpe Ratio – 3 Years
0.57
0.83
Worst Rolling Year
-8.60%
12.50%
Value at Worst Rolling Year
₹0.91 Cr
₹1.13 Cr
Deepest Drawdown
−30.57%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 14% · M 33% · S 52%
Number of Stocks
69
33
Portfolio P/E
70.14
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%