Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Bonanza - Edge
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
4.43%
6 Months
−5.56%
22.24%
1 Year
34.70%
21.33%
3 Years
27.41%
15.83%
5 Years
32.51%
20.63%
Since Inception
32.15%
19.53%
Fund Age
13 yrs 6 mo
11 yrs
AUM
₹2,318.72 Cr
₹101.92 Cr
Alpha – 1 Year
35.05%
21.68%
Alpha – 3 Years
18.41%
6.83%
Information Ratio – 3 Years
1.03
0.61
Volatility – 1 Year
21.67%
21.87%
Volatility – 3 Years
15.53%
21.68%
Beta – 1 Year
0.28
1.10
Beta – 3 Years
0.35
1.12
Sharpe Ratio – 1 Year
1.24
0.75
Sharpe Ratio – 3 Years
1.31
0.65
Worst Rolling Year
-17.36%
-17.09%
Value at Worst Rolling Year
₹0.83 Cr
₹0.83 Cr
Deepest Drawdown
−21.72%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
88.36%
79.34%
Median Rolling Year
37.79%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 15% · M 12% · S 59%
Number of Stocks
9
65
Portfolio P/E
14.68
51.62
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%