Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Composite India - GARP Fund
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%
3.99%
6 Months
22.24%
22.77%
1 Year
21.33%
24.21%
3 Years
15.83%
13.20%
5 Years
20.63%
12.56%
Since Inception
19.53%
18.69%
Fund Age
11 yrs
7 yrs 4 mo
AUM
₹101.92 Cr
₹114.64 Cr
Alpha – 1 Year
21.68%
19.49%
Alpha – 3 Years
6.83%
1.43%
Information Ratio – 3 Years
0.61
0.12
Volatility – 1 Year
21.87%
24.82%
Volatility – 3 Years
21.68%
21.64%
Beta – 1 Year
1.10
1.34
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.75
0.78
Sharpe Ratio – 3 Years
0.65
0.46
Worst Rolling Year
-17.09%
10.43%
Value at Worst Rolling Year
₹0.83 Cr
₹1.10 Cr
Deepest Drawdown
−27.12%
−24.42%
Recovery Period
148 days
92 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 20% · M 28% · S 47%
Number of Stocks
65
32
Portfolio P/E
51.62
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%