Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Centrum PMS - Good to Great
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%
1.70%
6 Months
22.24%
9.08%
1 Year
21.33%
−2.99%
3 Years
15.83%
5.96%
5 Years
20.63%
8.08%
Since Inception
19.53%
15.75%
Fund Age
11 yrs
7 yrs 2 mo
AUM
₹101.92 Cr
₹61.93 Cr
Alpha – 1 Year
21.68%
−7.71%
Alpha – 3 Years
6.83%
−6.13%
Information Ratio – 3 Years
0.61
-0.39
Volatility – 1 Year
21.87%
26.39%
Volatility – 3 Years
21.68%
21.38%
Beta – 1 Year
1.10
1.37
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.75
-0.20
Sharpe Ratio – 3 Years
0.65
0.18
Worst Rolling Year
-17.09%
5.04%
Value at Worst Rolling Year
₹0.83 Cr
₹1.05 Cr
Deepest Drawdown
−27.12%
−33.64%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
17.83%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 2% · M 12% · S 82%
Number of Stocks
65
24
Portfolio P/E
51.62
41.54
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 · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%