Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Carnelian Capital - Contra Portfolio 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%
2.00%
6 Months
22.24%
4.51%
1 Year
21.33%
15.12%
3 Years
15.83%
22.90%
5 Years
20.63%
—
Since Inception
19.53%
24.96%
Fund Age
11 yrs
4 yrs 7 mo
AUM
₹101.92 Cr
₹136 Cr
Alpha – 1 Year
21.68%
10.40%
Alpha – 3 Years
6.83%
10.82%
Information Ratio – 3 Years
0.61
1.17
Volatility – 1 Year
21.87%
19.24%
Volatility – 3 Years
21.68%
20.81%
Beta – 1 Year
1.10
1.07
Beta – 3 Years
1.12
1.25
Sharpe Ratio – 1 Year
0.75
0.55
Sharpe Ratio – 3 Years
0.65
0.85
Worst Rolling Year
-17.09%
21.90%
Value at Worst Rolling Year
₹0.83 Cr
₹1.22 Cr
Deepest Drawdown
−27.12%
−25.24%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 53% · M 22% · S 20%
Number of Stocks
65
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%