Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Bonanza - Edge
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
4.43%
6 Months
10.76%
22.24%
1 Year
8.14%
21.33%
3 Years
7.76%
15.83%
5 Years
10.03%
20.63%
Since Inception
11.69%
19.53%
Fund Age
6 yrs 8 mo
11 yrs
AUM
₹87.23 Cr
₹101.92 Cr
Alpha – 1 Year
8.57%
21.68%
Alpha – 3 Years
−0.81%
6.83%
Information Ratio – 3 Years
0.02
0.61
Volatility – 1 Year
23.09%
21.87%
Volatility – 3 Years
18.26%
21.68%
Beta – 1 Year
1.29
1.10
Beta – 3 Years
1.11
1.12
Sharpe Ratio – 1 Year
0.21
0.75
Sharpe Ratio – 3 Years
0.22
0.65
Worst Rolling Year
6.59%
-17.09%
Value at Worst Rolling Year
₹1.07 Cr
₹0.83 Cr
Deepest Drawdown
−25.42%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
13.94%
24.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 15% · M 12% · S 59%
Number of Stocks
41
65
Portfolio P/E
25.23
51.62
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
1% / 0% / 0%