Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Concept Investwell - Dynamic
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%
5.38%
6 Months
22.24%
7.13%
1 Year
21.33%
11.04%
3 Years
15.83%
7.66%
5 Years
20.63%
8.70%
Since Inception
19.53%
14.13%
Fund Age
11 yrs
6 yrs 10 mo
AUM
₹101.92 Cr
₹3.45 Cr
Alpha – 1 Year
21.68%
8.06%
Alpha – 3 Years
6.83%
−4.24%
Information Ratio – 3 Years
0.61
-0.53
Volatility – 1 Year
21.87%
15.44%
Volatility – 3 Years
21.68%
15.96%
Beta – 1 Year
1.10
0.84
Beta – 3 Years
1.12
0.91
Sharpe Ratio – 1 Year
0.75
0.40
Sharpe Ratio – 3 Years
0.65
0.20
Worst Rolling Year
-17.09%
3.12%
Value at Worst Rolling Year
₹0.83 Cr
₹1.03 Cr
Deepest Drawdown
−27.12%
−27.30%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
14.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 64% · M 36%
Number of Stocks
65
23
Portfolio P/E
51.62
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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%