Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Renaissance - Indianext 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%
2.69%
6 Months
14.93%
5.24%
1 Year
16.79%
2.85%
3 Years
13.85%
13.52%
5 Years
12.48%
17.79%
Since Inception
18.86%
13.89%
Fund Age
14 yrs 11 mo
8 yrs 4 mo
AUM
₹32.99 Cr
₹921.15 Cr
Alpha – 1 Year
17.14%
−1.87%
Alpha – 3 Years
4.85%
1.43%
Information Ratio – 3 Years
0.41
0.23
Volatility – 1 Year
17.36%
18.02%
Volatility – 3 Years
20.03%
16.70%
Beta – 1 Year
0.65
0.99
Beta – 3 Years
0.84
0.99
Sharpe Ratio – 1 Year
0.67
-0.03
Sharpe Ratio – 3 Years
0.57
0.54
Worst Rolling Year
-8.60%
-0.29%
Value at Worst Rolling Year
₹0.91 Cr
₹1.00 Cr
Deepest Drawdown
−30.57%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
99.64%
Median Rolling Year
18.70%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 34% · M 28% · S 35%
Number of Stocks
69
35
Portfolio P/E
70.14
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%