Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Bonanza - Edge
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
4.43%
6 Months
5.44%
22.24%
1 Year
8.55%
21.33%
3 Years
—
15.83%
5 Years
—
20.63%
Since Inception
13.60%
19.53%
Fund Age
2 yrs 9 mo
11 yrs
AUM
₹1.41 Cr
₹101.92 Cr
Alpha – 1 Year
3.83%
21.68%
Alpha – 3 Years
—
6.83%
Information Ratio – 3 Years
—
0.61
Volatility – 1 Year
17.87%
21.87%
Volatility – 3 Years
—
21.68%
Beta – 1 Year
1.03
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.27
0.75
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-17.09%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
−13.69%
−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 15% · M 12% · S 59%
Number of Stocks
14
65
Portfolio P/E
—
51.62
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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
1.10% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%