Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
11.42%
6 Months
14.93%
35.03%
1 Year
16.79%
37.21%
3 Years
13.85%
27.05%
5 Years
12.48%
21.76%
Since Inception
18.86%
19.33%
Fund Age
14 yrs 11 mo
6 yrs 10 mo
AUM
₹32.99 Cr
₹2,975 Cr
Alpha – 1 Year
17.14%
23.77%
Alpha – 3 Years
4.85%
6.78%
Information Ratio – 3 Years
0.41
5.24
Volatility – 1 Year
17.36%
18.59%
Volatility – 3 Years
20.03%
19.39%
Beta – 1 Year
0.65
1.23
Beta – 3 Years
0.84
1.12
Sharpe Ratio – 1 Year
0.67
1.44
Sharpe Ratio – 3 Years
0.57
0.98
Worst Rolling Year
-8.60%
-6.18%
Value at Worst Rolling Year
₹0.91 Cr
₹0.94 Cr
Deepest Drawdown
−30.57%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
82.13%
92.59%
Median Rolling Year
18.70%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
—
Number of Stocks
69
14
Portfolio P/E
70.14
25.70
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%
—
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%
3% / 2% / 1%