Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Bonanza - Value
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%
6.51%
6 Months
22.24%
14.93%
1 Year
21.33%
16.79%
3 Years
15.83%
13.85%
5 Years
20.63%
12.48%
Since Inception
19.53%
18.86%
Fund Age
11 yrs
14 yrs 11 mo
AUM
₹101.92 Cr
₹32.99 Cr
Alpha – 1 Year
21.68%
17.14%
Alpha – 3 Years
6.83%
4.85%
Information Ratio – 3 Years
0.61
0.41
Volatility – 1 Year
21.87%
17.36%
Volatility – 3 Years
21.68%
20.03%
Beta – 1 Year
1.10
0.65
Beta – 3 Years
1.12
0.84
Sharpe Ratio – 1 Year
0.75
0.67
Sharpe Ratio – 3 Years
0.65
0.57
Worst Rolling Year
-17.09%
-8.60%
Value at Worst Rolling Year
₹0.83 Cr
₹0.91 Cr
Deepest Drawdown
−27.12%
−30.57%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
82.13%
Median Rolling Year
24.29%
18.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 22% · M 16% · S 61%
Number of Stocks
65
69
Portfolio P/E
51.62
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%