Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Right Horizons - All Seasons
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%
1.32%
6 Months
14.93%
3.83%
1 Year
16.79%
9.77%
3 Years
13.85%
13.19%
5 Years
12.48%
12.01%
Since Inception
18.86%
14.38%
Fund Age
14 yrs 11 mo
6 yrs 8 mo
AUM
₹32.99 Cr
₹42.66 Cr
Alpha – 1 Year
17.14%
3.80%
Alpha – 3 Years
4.85%
2.30%
Information Ratio – 3 Years
0.41
0.23
Volatility – 1 Year
17.36%
15.84%
Volatility – 3 Years
20.03%
12.64%
Beta – 1 Year
0.65
1.56
Beta – 3 Years
0.84
1.48
Sharpe Ratio – 1 Year
0.67
0.32
Sharpe Ratio – 3 Years
0.57
0.70
Worst Rolling Year
-8.60%
9.09%
Value at Worst Rolling Year
₹0.91 Cr
₹1.09 Cr
Deepest Drawdown
−30.57%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%