Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
7.67%
6 Months
14.93%
27.70%
1 Year
16.79%
47.52%
3 Years
13.85%
23.98%
5 Years
12.48%
15.87%
Since Inception
18.86%
18.55%
Fund Age
14 yrs 11 mo
16 yrs 2 mo
AUM
₹32.99 Cr
₹1,022.92 Cr
Alpha – 1 Year
17.14%
42.80%
Alpha – 3 Years
4.85%
11.89%
Information Ratio – 3 Years
0.41
1.12
Volatility – 1 Year
17.36%
28.29%
Volatility – 3 Years
20.03%
20.76%
Beta – 1 Year
0.65
1.36
Beta – 3 Years
0.84
1.07
Sharpe Ratio – 1 Year
0.67
1.33
Sharpe Ratio – 3 Years
0.57
0.99
Worst Rolling Year
-8.60%
-4.58%
Value at Worst Rolling Year
₹0.91 Cr
₹0.95 Cr
Deepest Drawdown
−30.57%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
82.13%
97.86%
Median Rolling Year
18.70%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 22% · M 32% · S 42%
Number of Stocks
69
26
Portfolio P/E
70.14
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%