Portfolio Management Services (PMS)Compare Schemes
Bonanza - Value vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Value
White Oak India Select Equity 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%
4.84%
6 Months
14.93%
7.61%
1 Year
16.79%
−0.76%
3 Years
13.85%
11.28%
5 Years
12.48%
9.58%
Since Inception
18.86%
11.67%
Fund Age
14 yrs 11 mo
7 yrs 11 mo
AUM
₹32.99 Cr
₹12.5 Cr
Alpha – 1 Year
17.14%
−3.74%
Alpha – 3 Years
4.85%
−0.61%
Information Ratio – 3 Years
0.41
-0.06
Volatility – 1 Year
17.36%
20.02%
Volatility – 3 Years
20.03%
16.21%
Beta – 1 Year
0.65
1.05
Beta – 3 Years
0.84
0.91
Sharpe Ratio – 1 Year
0.67
-0.22
Sharpe Ratio – 3 Years
0.57
0.41
Worst Rolling Year
-8.60%
8.66%
Value at Worst Rolling Year
₹0.91 Cr
₹1.09 Cr
Deepest Drawdown
−30.57%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
82.13%
100.00%
Median Rolling Year
18.70%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 16% · S 61%
L 36% · M 30% · S 35%
Number of Stocks
69
15
Portfolio P/E
70.14
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%