Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Bonanza - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
3.68%
6 Months
22.24%
−1.81%
1 Year
21.33%
5.85%
3 Years
15.83%
8.65%
5 Years
20.63%
7.90%
Since Inception
19.53%
16.09%
Fund Age
11 yrs
16 yrs 4 mo
AUM
₹101.92 Cr
₹22.08 Cr
Alpha – 1 Year
21.68%
6.20%
Alpha – 3 Years
6.83%
−0.35%
Information Ratio – 3 Years
0.61
0.11
Volatility – 1 Year
21.87%
17.32%
Volatility – 3 Years
21.68%
15.11%
Beta – 1 Year
1.10
0.79
Beta – 3 Years
1.12
0.87
Sharpe Ratio – 1 Year
0.75
0.10
Sharpe Ratio – 3 Years
0.65
0.36
Worst Rolling Year
-17.09%
0.88%
Value at Worst Rolling Year
₹0.83 Cr
₹1.01 Cr
Deepest Drawdown
−27.12%
−17.79%
Recovery Period
148 days
297 days
1-Year Rolling Windows Positive
79.34%
99.98%
Median Rolling Year
24.29%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 22% · M 16% · S 47%
Number of Stocks
65
37
Portfolio P/E
51.62
45.09
Top 5 Holdings
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%
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%