Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Phillip Capital - Signature India 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%
3.08%
6 Months
14.93%
14.24%
1 Year
16.79%
9.21%
3 Years
13.85%
8.31%
5 Years
12.48%
7.74%
Since Inception
18.86%
11.80%
Fund Age
14 yrs 11 mo
10 yrs 3 mo
AUM
₹32.99 Cr
₹251.07 Cr
Alpha – 1 Year
17.14%
4.51%
Alpha – 3 Years
4.85%
−2.91%
Information Ratio – 3 Years
0.41
-0.50
Volatility – 1 Year
17.36%
21.09%
Volatility – 3 Years
20.03%
15.86%
Beta – 1 Year
0.65
1.13
Beta – 3 Years
0.84
0.93
Sharpe Ratio – 1 Year
0.67
0.27
Sharpe Ratio – 3 Years
0.57
0.26
Worst Rolling Year
-8.60%
-3.45%
Value at Worst Rolling Year
₹0.91 Cr
₹0.97 Cr
Deepest Drawdown
−30.57%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
82.13%
97.82%
Median Rolling Year
18.70%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 30% · M 32% · S 34%
Number of Stocks
69
28
Portfolio P/E
70.14
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%