Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
ASK - Growth
Bonanza - Edge
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
4.43%
6 Months
−4.38%
22.24%
1 Year
−4.58%
21.33%
3 Years
4.80%
15.83%
5 Years
3.85%
20.63%
Since Inception
17.02%
19.53%
Fund Age
25 yrs 6 mo
11 yrs
AUM
₹724.64 Cr
₹101.92 Cr
Alpha – 1 Year
−7.56%
21.68%
Alpha – 3 Years
−7.08%
6.83%
Information Ratio – 3 Years
-1.30
0.61
Volatility – 1 Year
16.92%
21.87%
Volatility – 3 Years
16.49%
21.68%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
1.01
1.12
Sharpe Ratio – 1 Year
-0.52
0.75
Sharpe Ratio – 3 Years
0.04
0.65
Worst Rolling Year
-12.59%
-17.09%
Value at Worst Rolling Year
₹0.87 Cr
₹0.83 Cr
Deepest Drawdown
−23.98%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
95.35%
79.34%
Median Rolling Year
15.09%
24.29%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 15% · M 12% · S 59%
Number of Stocks
22
65
Portfolio P/E
32.63
51.62
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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)
0% / 0% / 0%
1% / 0% / 0%