Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Tamohara - TRUFFLE
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%
8.72%
6 Months
14.93%
28.59%
1 Year
16.79%
28.02%
3 Years
13.85%
18.67%
5 Years
12.48%
17.18%
Since Inception
18.86%
20.03%
Fund Age
14 yrs 11 mo
5 yrs 4 mo
AUM
₹32.99 Cr
₹221.27 Cr
Alpha – 1 Year
17.14%
28.37%
Alpha – 3 Years
4.85%
9.68%
Information Ratio – 3 Years
0.41
0.87
Volatility – 1 Year
17.36%
22.32%
Volatility – 3 Years
20.03%
17.88%
Beta – 1 Year
0.65
1.03
Beta – 3 Years
0.84
0.95
Sharpe Ratio – 1 Year
0.67
0.99
Sharpe Ratio – 3 Years
0.57
0.81
Worst Rolling Year
-8.60%
13.69%
Value at Worst Rolling Year
₹0.91 Cr
₹1.14 Cr
Deepest Drawdown
−30.57%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 19% · M 4% · S 74%
Number of Stocks
69
29
Portfolio P/E
70.14
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –