Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Motilal Oswal - Multifactor Equity PMS
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%
0.47%
6 Months
14.93%
0.32%
1 Year
16.79%
1.03%
3 Years
13.85%
14.82%
5 Years
12.48%
11.82%
Since Inception
18.86%
13.07%
Fund Age
14 yrs 11 mo
5 yrs 2 mo
AUM
₹32.99 Cr
₹56.08 Cr
Alpha – 1 Year
17.14%
−1.95%
Alpha – 3 Years
4.85%
2.94%
Information Ratio – 3 Years
0.41
0.18
Volatility – 1 Year
17.36%
13.89%
Volatility – 3 Years
20.03%
18.35%
Beta – 1 Year
0.65
0.75
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
0.67
-0.25
Sharpe Ratio – 3 Years
0.57
0.55
Worst Rolling Year
-8.60%
12.65%
Value at Worst Rolling Year
₹0.91 Cr
₹1.13 Cr
Deepest Drawdown
−30.57%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
19.77%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 38% · M 29% · S 24%
Number of Stocks
69
37
Portfolio P/E
70.14
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%