Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
1.73%
6 Months
22.24%
2.87%
1 Year
21.33%
8.13%
3 Years
15.83%
16.18%
5 Years
20.63%
18.39%
Since Inception
19.53%
20.76%
Fund Age
11 yrs
10 yrs
AUM
₹101.92 Cr
₹12,257.23 Cr
Alpha – 1 Year
21.68%
5.15%
Alpha – 3 Years
6.83%
4.29%
Information Ratio – 3 Years
0.61
0.41
Volatility – 1 Year
21.87%
17.45%
Volatility – 3 Years
21.68%
14.35%
Beta – 1 Year
1.10
0.98
Beta – 3 Years
1.12
0.87
Sharpe Ratio – 1 Year
0.75
0.22
Sharpe Ratio – 3 Years
0.65
0.68
Worst Rolling Year
-17.09%
-5.58%
Value at Worst Rolling Year
₹0.83 Cr
₹0.94 Cr
Deepest Drawdown
−27.12%
−13.15%
Recovery Period
148 days
92 days
1-Year Rolling Windows Positive
79.34%
87.09%
Median Rolling Year
24.29%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 55% · M 21% · S 12%
Number of Stocks
65
40
Portfolio P/E
51.62
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%