Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
3.56%
6 Months
22.24%
14.31%
1 Year
21.33%
23.04%
3 Years
15.83%
17.41%
5 Years
20.63%
14.44%
Since Inception
19.53%
16.04%
Fund Age
11 yrs
5 yrs 2 mo
AUM
₹101.92 Cr
₹246.55 Cr
Alpha – 1 Year
21.68%
18.32%
Alpha – 3 Years
6.83%
5.32%
Information Ratio – 3 Years
0.61
0.69
Volatility – 1 Year
21.87%
16.66%
Volatility – 3 Years
21.68%
14.65%
Beta – 1 Year
1.10
0.91
Beta – 3 Years
1.12
0.83
Sharpe Ratio – 1 Year
0.75
1.02
Sharpe Ratio – 3 Years
0.65
0.82
Worst Rolling Year
-17.09%
13.49%
Value at Worst Rolling Year
₹0.83 Cr
₹1.13 Cr
Deepest Drawdown
−27.12%
−17.20%
Recovery Period
148 days
198 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 31% · M 25% · S 41%
Number of Stocks
65
33
Portfolio P/E
51.62
48.70
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 · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%