Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Purnartha Pratham Strategy
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%
5.49%
6 Months
14.93%
9.46%
1 Year
16.79%
17.52%
3 Years
13.85%
14.28%
5 Years
12.48%
9.02%
Since Inception
18.86%
12.49%
Fund Age
14 yrs 11 mo
5 yrs 11 mo
AUM
₹32.99 Cr
₹1,633.45 Cr
Alpha – 1 Year
17.14%
12.80%
Alpha – 3 Years
4.85%
2.19%
Information Ratio – 3 Years
0.41
0.28
Volatility – 1 Year
17.36%
23.87%
Volatility – 3 Years
20.03%
18.97%
Beta – 1 Year
0.65
1.12
Beta – 3 Years
0.84
1.06
Sharpe Ratio – 1 Year
0.67
0.57
Sharpe Ratio – 3 Years
0.57
0.55
Worst Rolling Year
-8.60%
7.21%
Value at Worst Rolling Year
₹0.91 Cr
₹1.07 Cr
Deepest Drawdown
−30.57%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 14% · M 11% · S 40%
Number of Stocks
69
—
Portfolio P/E
70.14
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%