Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP) vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - India Special Opportunities (ISOP)
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
0.54%
4.43%
6 Months
3.13%
22.24%
1 Year
3.79%
21.33%
3 Years
10.28%
15.83%
5 Years
10.26%
20.63%
Since Inception
14.16%
19.53%
Fund Age
8 yrs 2 mo
11 yrs
AUM
₹1,116.87 Cr
₹101.92 Cr
Alpha – 1 Year
−0.93%
21.68%
Alpha – 3 Years
−1.81%
6.83%
Information Ratio – 3 Years
-0.53
0.61
Volatility – 1 Year
16.47%
21.87%
Volatility – 3 Years
15.93%
21.68%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
1.02
1.12
Sharpe Ratio – 1 Year
-0.01
0.75
Sharpe Ratio – 3 Years
0.36
0.65
Worst Rolling Year
9.53%
-17.09%
Value at Worst Rolling Year
₹1.10 Cr
₹0.83 Cr
Deepest Drawdown
−22.48%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
20.27%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 52% · M 29% · S 15%
L 15% · M 12% · S 59%
Number of Stocks
40
65
Portfolio P/E
27.63
51.62
Top 5 Holdings
ICICI Bank Ltd · 5.53%
Bharti Airtel Ltd · 5.15%
Bharat Dynamics Ltd · 4.85%
Cholamandalam Investment & Finance Company Ltd · 4.36%
Torrent Pharmaceuticals Ltd · 4.28%
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 · 26.29%
Capital Goods · 11.69%
Healthcare · 8.36%
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)
2% / 1% / 0%
1% / 0% / 0%