Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Bonanza - Edge
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
4.43%
6 Months
10.82%
22.24%
1 Year
8.67%
21.33%
3 Years
13.08%
15.83%
5 Years
15.51%
20.63%
Since Inception
26.40%
19.53%
Fund Age
6 yrs
11 yrs
AUM
₹5,996.39 Cr
₹101.92 Cr
Alpha – 1 Year
3.95%
21.68%
Alpha – 3 Years
0.99%
6.83%
Information Ratio – 3 Years
0.24
0.61
Volatility – 1 Year
22.00%
21.87%
Volatility – 3 Years
18.61%
21.68%
Beta – 1 Year
1.19
1.10
Beta – 3 Years
1.02
1.12
Sharpe Ratio – 1 Year
0.24
0.75
Sharpe Ratio – 3 Years
0.55
0.65
Worst Rolling Year
12.98%
-17.09%
Value at Worst Rolling Year
₹1.13 Cr
₹0.83 Cr
Deepest Drawdown
−22.98%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
24.54%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 15% · M 12% · S 59%
Number of Stocks
30
65
Portfolio P/E
25.07
51.62
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%