Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Turtle Wealth -Wealth Mantra
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%
4.93%
6 Months
14.93%
2.72%
1 Year
16.79%
22.88%
3 Years
13.85%
20.47%
5 Years
12.48%
15.12%
Since Inception
18.86%
17.02%
Fund Age
14 yrs 11 mo
6 yrs 11 mo
AUM
₹32.99 Cr
₹261.05 Cr
Alpha – 1 Year
17.14%
18.16%
Alpha – 3 Years
4.85%
8.38%
Information Ratio – 3 Years
0.41
0.98
Volatility – 1 Year
17.36%
17.62%
Volatility – 3 Years
20.03%
15.64%
Beta – 1 Year
0.65
0.83
Beta – 3 Years
0.84
0.87
Sharpe Ratio – 1 Year
0.67
0.97
Sharpe Ratio – 3 Years
0.57
0.94
Worst Rolling Year
-8.60%
7.22%
Value at Worst Rolling Year
₹0.91 Cr
₹1.07 Cr
Deepest Drawdown
−30.57%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 28% · M 19% · S 43%
Number of Stocks
69
18
Portfolio P/E
70.14
63.91
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%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%