Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
−0.04%
6 Months
14.93%
0.28%
1 Year
16.79%
2.14%
3 Years
13.85%
10.02%
5 Years
12.48%
13.15%
Since Inception
18.86%
11.46%
Fund Age
14 yrs 11 mo
8 yrs 7 mo
AUM
₹32.99 Cr
₹585.94 Cr
Alpha – 1 Year
17.14%
2.49%
Alpha – 3 Years
4.85%
1.02%
Information Ratio – 3 Years
0.41
0.18
Volatility – 1 Year
17.36%
16.38%
Volatility – 3 Years
20.03%
14.42%
Beta – 1 Year
0.65
1.00
Beta – 3 Years
0.84
0.96
Sharpe Ratio – 1 Year
0.67
-0.13
Sharpe Ratio – 3 Years
0.57
0.38
Worst Rolling Year
-8.60%
3.37%
Value at Worst Rolling Year
₹0.91 Cr
₹1.03 Cr
Deepest Drawdown
−30.57%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 65% · M 26% · S 8%
Number of Stocks
69
31
Portfolio P/E
70.14
22.71
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 · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%