Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
−0.04%
6 Months
22.24%
−3.71%
1 Year
21.33%
−1.23%
3 Years
15.83%
7.88%
5 Years
20.63%
5.71%
Since Inception
19.53%
9.28%
Fund Age
11 yrs
7 yrs 1 mo
AUM
₹101.92 Cr
₹2.48 Cr
Alpha – 1 Year
21.68%
−5.95%
Alpha – 3 Years
6.83%
−4.21%
Information Ratio – 3 Years
0.61
-1.27
Volatility – 1 Year
21.87%
17.16%
Volatility – 3 Years
21.68%
14.17%
Beta – 1 Year
1.10
0.98
Beta – 3 Years
1.12
0.90
Sharpe Ratio – 1 Year
0.75
-0.29
Sharpe Ratio – 3 Years
0.65
0.17
Worst Rolling Year
-17.09%
5.24%
Value at Worst Rolling Year
₹0.83 Cr
₹1.05 Cr
Deepest Drawdown
−27.12%
−16.54%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
11.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 92% · M 4%
Number of Stocks
65
26
Portfolio P/E
51.62
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%