Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
14.93%
5.42%
1 Year
16.79%
9.64%
3 Years
13.85%
10.36%
5 Years
12.48%
7.75%
Since Inception
18.86%
11.08%
Fund Age
14 yrs 11 mo
9 yrs 11 mo
AUM
₹32.99 Cr
₹66.05 Cr
Alpha – 1 Year
17.14%
9.99%
Alpha – 3 Years
4.85%
1.36%
Information Ratio – 3 Years
0.41
0.51
Volatility – 1 Year
17.36%
17.05%
Volatility – 3 Years
20.03%
14.23%
Beta – 1 Year
0.65
1.05
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
0.67
0.31
Sharpe Ratio – 3 Years
0.57
0.40
Worst Rolling Year
-8.60%
0.57%
Value at Worst Rolling Year
₹0.91 Cr
₹1.01 Cr
Deepest Drawdown
−30.57%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
82.13%
99.96%
Median Rolling Year
18.70%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 84% · M 12%
Number of Stocks
69
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—