Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.51%
4.79%
6 Months
14.93%
13.10%
1 Year
16.79%
18.11%
3 Years
13.85%
14.56%
5 Years
12.48%
8.71%
Since Inception
18.86%
13.67%
Fund Age
14 yrs 11 mo
11 yrs 2 mo
AUM
₹32.99 Cr
₹138.06 Cr
Alpha – 1 Year
17.14%
18.46%
Alpha – 3 Years
4.85%
5.57%
Information Ratio – 3 Years
0.41
0.62
Volatility – 1 Year
17.36%
22.83%
Volatility – 3 Years
20.03%
16.72%
Beta – 1 Year
0.65
1.29
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
0.67
0.61
Sharpe Ratio – 3 Years
0.57
0.55
Worst Rolling Year
-8.60%
-8.44%
Value at Worst Rolling Year
₹0.91 Cr
₹0.92 Cr
Deepest Drawdown
−30.57%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
82.13%
92.53%
Median Rolling Year
18.70%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 38% · M 14% · S 45%
Number of Stocks
69
18
Portfolio P/E
70.14
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%