Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
NJ - Bluechip
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%
−1.21%
6 Months
14.93%
5.09%
1 Year
16.79%
0.26%
3 Years
13.85%
9.53%
5 Years
12.48%
5.40%
Since Inception
18.86%
12.09%
Fund Age
14 yrs 11 mo
8 yrs 5 mo
AUM
₹32.99 Cr
₹1,644.09 Cr
Alpha – 1 Year
17.14%
0.61%
Alpha – 3 Years
4.85%
0.54%
Information Ratio – 3 Years
0.41
0.06
Volatility – 1 Year
17.36%
17.94%
Volatility – 3 Years
20.03%
17.25%
Beta – 1 Year
0.65
1.03
Beta – 3 Years
0.84
1.11
Sharpe Ratio – 1 Year
0.67
-0.20
Sharpe Ratio – 3 Years
0.57
0.31
Worst Rolling Year
-8.60%
2.29%
Value at Worst Rolling Year
₹0.91 Cr
₹1.02 Cr
Deepest Drawdown
−30.57%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 49% · M 36% · S 14%
Number of Stocks
69
20
Portfolio P/E
70.14
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%