Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Piper Serica Advisors - Leader 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%
3.10%
6 Months
14.93%
24.70%
1 Year
16.79%
21.80%
3 Years
13.85%
16.46%
5 Years
12.48%
12.29%
Since Inception
18.86%
17.31%
Fund Age
14 yrs 11 mo
7 yrs 2 mo
AUM
₹32.99 Cr
₹328.39 Cr
Alpha – 1 Year
17.14%
22.15%
Alpha – 3 Years
4.85%
7.46%
Information Ratio – 3 Years
0.41
1.55
Volatility – 1 Year
17.36%
22.56%
Volatility – 3 Years
20.03%
18.01%
Beta – 1 Year
0.65
1.10
Beta – 3 Years
0.84
0.98
Sharpe Ratio – 1 Year
0.67
0.85
Sharpe Ratio – 3 Years
0.57
1.07
Worst Rolling Year
-8.60%
7.49%
Value at Worst Rolling Year
₹0.91 Cr
₹1.07 Cr
Deepest Drawdown
−30.57%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
—
Number of Stocks
69
16
Portfolio P/E
70.14
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 1%