Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Carnelian Capital - Shift 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%
4.38%
6 Months
22.24%
19.54%
1 Year
21.33%
15.57%
3 Years
15.83%
20.08%
5 Years
20.63%
21.78%
Since Inception
19.53%
32.33%
Fund Age
11 yrs
5 yrs 10 mo
AUM
₹101.92 Cr
₹5,864.1 Cr
Alpha – 1 Year
21.68%
10.85%
Alpha – 3 Years
6.83%
8.00%
Information Ratio – 3 Years
0.61
1.40
Volatility – 1 Year
21.87%
22.27%
Volatility – 3 Years
21.68%
21.12%
Beta – 1 Year
1.10
1.15
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.75
0.52
Sharpe Ratio – 3 Years
0.65
0.73
Worst Rolling Year
-17.09%
20.10%
Value at Worst Rolling Year
₹0.83 Cr
₹1.20 Cr
Deepest Drawdown
−27.12%
−21.05%
Recovery Period
148 days
487 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 15% · M 28% · S 52%
Number of Stocks
65
38
Portfolio P/E
51.62
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
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%