Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
ORO - All Weather Portfolio
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%
−0.19%
6 Months
14.93%
−0.42%
1 Year
16.79%
−4.58%
3 Years
13.85%
16.32%
5 Years
12.48%
13.17%
Since Inception
18.86%
13.94%
Fund Age
14 yrs 11 mo
6 yrs 6 mo
AUM
₹32.99 Cr
₹13.16 Cr
Alpha – 1 Year
17.14%
−7.56%
Alpha – 3 Years
4.85%
4.42%
Information Ratio – 3 Years
0.41
0.49
Volatility – 1 Year
17.36%
16.90%
Volatility – 3 Years
20.03%
17.54%
Beta – 1 Year
0.65
0.86
Beta – 3 Years
0.84
0.99
Sharpe Ratio – 1 Year
0.67
-0.52
Sharpe Ratio – 3 Years
0.57
0.69
Worst Rolling Year
-8.60%
3.91%
Value at Worst Rolling Year
₹0.91 Cr
₹1.04 Cr
Deepest Drawdown
−30.57%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 66% · M 23%
Number of Stocks
69
20
Portfolio P/E
70.14
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%