Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Capgrow - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
3.35%
6 Months
22.24%
3.75%
1 Year
21.33%
−5.76%
3 Years
15.83%
3.98%
5 Years
20.63%
6.05%
Since Inception
19.53%
9.94%
Fund Age
11 yrs
7 yrs 9 mo
AUM
₹101.92 Cr
₹45.09 Cr
Alpha – 1 Year
21.68%
−8.74%
Alpha – 3 Years
6.83%
−7.91%
Information Ratio – 3 Years
0.61
-1.11
Volatility – 1 Year
21.87%
21.69%
Volatility – 3 Years
21.68%
18.00%
Beta – 1 Year
1.10
1.21
Beta – 3 Years
1.12
1.08
Sharpe Ratio – 1 Year
0.75
-0.42
Sharpe Ratio – 3 Years
0.65
0.01
Worst Rolling Year
-17.09%
3.08%
Value at Worst Rolling Year
₹0.83 Cr
₹1.03 Cr
Deepest Drawdown
−27.12%
−29.01%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
12.65%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 35% · M 13% · S 51%
Number of Stocks
65
43
Portfolio P/E
51.62
—
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%