Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Bonanza - Edge
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
4.43%
6 Months
−5.38%
22.24%
1 Year
−6.70%
21.33%
3 Years
7.98%
15.83%
5 Years
—
20.63%
Since Inception
7.98%
19.53%
Fund Age
2 yrs 11 mo
11 yrs
AUM
₹7.31 Cr
₹101.92 Cr
Alpha – 1 Year
−6.35%
21.68%
Alpha – 3 Years
−1.02%
6.83%
Information Ratio – 3 Years
-0.08
0.61
Volatility – 1 Year
17.44%
21.87%
Volatility – 3 Years
15.65%
21.68%
Beta – 1 Year
1.08
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.61
0.75
Sharpe Ratio – 3 Years
0.22
0.65
Worst Rolling Year
—
-17.09%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−21.15%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
—
79.34%
Median Rolling Year
—
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 15% · M 12% · S 59%
Number of Stocks
66
65
Portfolio P/E
27.03
51.62
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 0% / 0%