Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
4.43%
6 Months
−2.30%
22.24%
1 Year
1.68%
21.33%
3 Years
13.91%
15.83%
5 Years
—
20.63%
Since Inception
14.05%
19.53%
Fund Age
3 yrs 10 mo
11 yrs
AUM
₹53.78 Cr
₹101.92 Cr
Alpha – 1 Year
−3.04%
21.68%
Alpha – 3 Years
1.82%
6.83%
Information Ratio – 3 Years
0.34
0.61
Volatility – 1 Year
15.80%
21.87%
Volatility – 3 Years
15.64%
21.68%
Beta – 1 Year
0.86
1.10
Beta – 3 Years
0.97
1.12
Sharpe Ratio – 1 Year
-0.15
0.75
Sharpe Ratio – 3 Years
0.71
0.65
Worst Rolling Year
15.78%
-17.09%
Value at Worst Rolling Year
₹1.16 Cr
₹0.83 Cr
Deepest Drawdown
−18.40%
−27.12%
Recovery Period
275 days
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
20.35%
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 12% · S 59%
Number of Stocks
—
65
Portfolio P/E
—
51.62
Top 5 Holdings
—
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
—
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%