Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
14.93%
31.10%
1 Year
16.79%
52.47%
3 Years
13.85%
17.74%
5 Years
12.48%
16.38%
Since Inception
18.86%
15.58%
Fund Age
14 yrs 11 mo
16 yrs 9 mo
AUM
₹32.99 Cr
₹132.42 Cr
Alpha – 1 Year
17.14%
47.75%
Alpha – 3 Years
4.85%
5.65%
Information Ratio – 3 Years
0.41
0.46
Volatility – 1 Year
17.36%
26.74%
Volatility – 3 Years
20.03%
21.32%
Beta – 1 Year
0.65
1.30
Beta – 3 Years
0.84
0.97
Sharpe Ratio – 1 Year
0.67
1.52
Sharpe Ratio – 3 Years
0.57
0.68
Worst Rolling Year
-8.60%
-15.93%
Value at Worst Rolling Year
₹0.91 Cr
₹0.84 Cr
Deepest Drawdown
−30.57%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
82.13%
89.14%
Median Rolling Year
18.70%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 22% · M 16% · S 61%
M 9% · S 83%
Number of Stocks
69
26
Portfolio P/E
70.14
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%