Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Centrum PMS - Deep Value IV
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
1.10%
6 Months
22.24%
9.66%
1 Year
21.33%
−3.09%
3 Years
15.83%
6.08%
5 Years
20.63%
7.39%
Since Inception
19.53%
14.00%
Fund Age
11 yrs
10 yrs 8 mo
AUM
₹101.92 Cr
₹23.99 Cr
Alpha – 1 Year
21.68%
−7.81%
Alpha – 3 Years
6.83%
−6.01%
Information Ratio – 3 Years
0.61
-0.36
Volatility – 1 Year
21.87%
26.88%
Volatility – 3 Years
21.68%
21.87%
Beta – 1 Year
1.10
1.39
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.75
-0.19
Sharpe Ratio – 3 Years
0.65
0.19
Worst Rolling Year
-17.09%
-6.71%
Value at Worst Rolling Year
₹0.83 Cr
₹0.93 Cr
Deepest Drawdown
−27.12%
−35.14%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
97.09%
Median Rolling Year
24.29%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 2% · M 15% · S 82%
Number of Stocks
65
25
Portfolio P/E
51.62
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%