Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Concept Investwell - Legend Flexi
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%
0.12%
6 Months
22.24%
0.78%
1 Year
21.33%
0.49%
3 Years
15.83%
—
5 Years
20.63%
—
Since Inception
19.53%
4.91%
Fund Age
11 yrs
2 yrs 3 mo
AUM
₹101.92 Cr
₹1.52 Cr
Alpha – 1 Year
21.68%
−2.49%
Alpha – 3 Years
6.83%
—
Information Ratio – 3 Years
0.61
—
Volatility – 1 Year
21.87%
16.48%
Volatility – 3 Years
21.68%
—
Beta – 1 Year
1.10
0.92
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.75
-0.33
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
-17.09%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−27.12%
−13.58%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
—
Median Rolling Year
24.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 64% · M 1% · S 35%
Number of Stocks
65
28
Portfolio P/E
51.62
22.45
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%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
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%