Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
4.43%
6 Months
1.87%
22.24%
1 Year
8.68%
21.33%
3 Years
16.60%
15.83%
5 Years
15.36%
20.63%
Since Inception
12.51%
19.53%
Fund Age
8 yrs 8 mo
11 yrs
AUM
₹4.55 Cr
₹101.92 Cr
Alpha – 1 Year
3.96%
21.68%
Alpha – 3 Years
4.51%
6.83%
Information Ratio – 3 Years
0.64
0.61
Volatility – 1 Year
15.98%
21.87%
Volatility – 3 Years
15.76%
21.68%
Beta – 1 Year
0.87
1.10
Beta – 3 Years
0.94
1.12
Sharpe Ratio – 1 Year
0.27
0.75
Sharpe Ratio – 3 Years
0.72
0.65
Worst Rolling Year
1.47%
-17.09%
Value at Worst Rolling Year
₹1.01 Cr
₹0.83 Cr
Deepest Drawdown
−17.84%
−27.12%
Recovery Period
136 days
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
19.72%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 68% · M 14% · S 12%
L 15% · M 12% · S 59%
Number of Stocks
14
65
Portfolio P/E
31.16
51.62
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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 · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
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% / 0% / 0%
1% / 0% / 0%