Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
4.43%
6 Months
21.51%
22.24%
1 Year
15.87%
21.33%
3 Years
14.38%
15.83%
5 Years
17.96%
20.63%
Since Inception
16.82%
19.53%
Fund Age
8 yrs 9 mo
11 yrs
AUM
₹1,503.25 Cr
₹101.92 Cr
Alpha – 1 Year
11.15%
21.68%
Alpha – 3 Years
2.29%
6.83%
Information Ratio – 3 Years
0.39
0.61
Volatility – 1 Year
27.51%
21.87%
Volatility – 3 Years
22.70%
21.68%
Beta – 1 Year
1.48
1.10
Beta – 3 Years
1.25
1.12
Sharpe Ratio – 1 Year
0.47
0.75
Sharpe Ratio – 3 Years
0.50
0.65
Worst Rolling Year
1.64%
-17.09%
Value at Worst Rolling Year
₹1.02 Cr
₹0.83 Cr
Deepest Drawdown
−24.39%
−27.12%
Recovery Period
122 days
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
23.50%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 15% · M 12% · S 59%
Number of Stocks
17
65
Portfolio P/E
—
51.62
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%