Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Oro-alpha compounders
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%
2.98%
6 Months
14.93%
−0.13%
1 Year
16.79%
−2.80%
3 Years
13.85%
13.20%
5 Years
12.48%
—
Since Inception
18.86%
13.51%
Fund Age
14 yrs 11 mo
3 yrs 8 mo
AUM
₹32.99 Cr
₹30.6 Cr
Alpha – 1 Year
17.14%
−5.78%
Alpha – 3 Years
4.85%
1.30%
Information Ratio – 3 Years
0.41
0.16
Volatility – 1 Year
17.36%
16.62%
Volatility – 3 Years
20.03%
16.99%
Beta – 1 Year
0.65
0.93
Beta – 3 Years
0.84
1.05
Sharpe Ratio – 1 Year
0.67
-0.42
Sharpe Ratio – 3 Years
0.57
0.50
Worst Rolling Year
-8.60%
13.00%
Value at Worst Rolling Year
₹0.91 Cr
₹1.13 Cr
Deepest Drawdown
−30.57%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 61%
L 44% · M 26% · S 17%
Number of Stocks
69
24
Portfolio P/E
70.14
32.10
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 · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%