Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
8.45%
6 Months
14.93%
29.49%
1 Year
16.79%
37.09%
3 Years
13.85%
18.49%
5 Years
12.48%
12.39%
Since Inception
18.86%
18.64%
Fund Age
14 yrs 11 mo
10 yrs 3 mo
AUM
₹32.99 Cr
₹1,760.35 Cr
Alpha – 1 Year
17.14%
32.37%
Alpha – 3 Years
4.85%
6.40%
Information Ratio – 3 Years
0.41
0.52
Volatility – 1 Year
17.36%
25.02%
Volatility – 3 Years
20.03%
18.27%
Beta – 1 Year
0.65
1.22
Beta – 3 Years
0.84
0.89
Sharpe Ratio – 1 Year
0.67
1.18
Sharpe Ratio – 3 Years
0.57
0.74
Worst Rolling Year
-8.60%
-0.28%
Value at Worst Rolling Year
₹0.91 Cr
₹1.00 Cr
Deepest Drawdown
−30.57%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
82.13%
99.89%
Median Rolling Year
18.70%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 11% · S 71%
Number of Stocks
69
13
Portfolio P/E
70.14
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%