Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
4.57%
6 Months
22.24%
15.76%
1 Year
21.33%
22.36%
3 Years
15.83%
23.83%
5 Years
20.63%
17.53%
Since Inception
19.53%
20.07%
Fund Age
11 yrs
7 yrs 3 mo
AUM
₹101.92 Cr
₹2,271.9 Cr
Alpha – 1 Year
21.68%
17.64%
Alpha – 3 Years
6.83%
11.75%
Information Ratio – 3 Years
0.61
1.40
Volatility – 1 Year
21.87%
21.11%
Volatility – 3 Years
21.68%
18.96%
Beta – 1 Year
1.10
1.17
Beta – 3 Years
1.12
1.12
Sharpe Ratio – 1 Year
0.75
0.81
Sharpe Ratio – 3 Years
0.65
0.96
Worst Rolling Year
-17.09%
10.25%
Value at Worst Rolling Year
₹0.83 Cr
₹1.10 Cr
Deepest Drawdown
−27.12%
−19.83%
Recovery Period
148 days
123 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
21.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 30% · M 46% · S 22%
Number of Stocks
65
30
Portfolio P/E
51.62
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
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%