Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
−1.86%
6 Months
22.24%
0.50%
1 Year
21.33%
6.34%
3 Years
15.83%
19.74%
5 Years
20.63%
16.62%
Since Inception
19.53%
20.10%
Fund Age
11 yrs
6 yrs 1 mo
AUM
₹101.92 Cr
₹56.91 Cr
Alpha – 1 Year
21.68%
1.64%
Alpha – 3 Years
6.83%
7.64%
Information Ratio – 3 Years
0.61
0.90
Volatility – 1 Year
21.87%
16.52%
Volatility – 3 Years
21.68%
17.18%
Beta – 1 Year
1.10
0.89
Beta – 3 Years
1.12
1.04
Sharpe Ratio – 1 Year
0.75
0.14
Sharpe Ratio – 3 Years
0.65
0.84
Worst Rolling Year
-17.09%
18.93%
Value at Worst Rolling Year
₹0.83 Cr
₹1.19 Cr
Deepest Drawdown
−27.12%
−18.72%
Recovery Period
148 days
245 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 59% · M 40%
Number of Stocks
65
20
Portfolio P/E
51.62
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%