Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
1.04%
6 Months
22.24%
0.68%
1 Year
21.33%
4.83%
3 Years
15.83%
11.13%
5 Years
20.63%
9.90%
Since Inception
19.53%
12.28%
Fund Age
11 yrs
15 yrs 2 mo
AUM
₹101.92 Cr
₹29.37 Cr
Alpha – 1 Year
21.68%
0.11%
Alpha – 3 Years
6.83%
−0.96%
Information Ratio – 3 Years
0.61
-0.05
Volatility – 1 Year
21.87%
19.36%
Volatility – 3 Years
21.68%
17.04%
Beta – 1 Year
1.10
1.09
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.75
0.06
Sharpe Ratio – 3 Years
0.65
0.43
Worst Rolling Year
-17.09%
-9.48%
Value at Worst Rolling Year
₹0.83 Cr
₹0.91 Cr
Deepest Drawdown
−27.12%
−20.50%
Recovery Period
148 days
315 days
1-Year Rolling Windows Positive
79.34%
93.37%
Median Rolling Year
24.29%
15.70%
5-Year Rolling Windows Positive
100.00%
98.37%
Market-Cap Mix
L 15% · M 12% · S 59%
L 58% · M 7% · S 23%
Number of Stocks
65
23
Portfolio P/E
51.62
35.03
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%
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%