Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
22.24%
18.59%
1 Year
21.33%
13.77%
3 Years
15.83%
9.52%
5 Years
20.63%
8.40%
Since Inception
19.53%
10.24%
Fund Age
11 yrs
11 yrs
AUM
₹101.92 Cr
₹20.83 Cr
Alpha – 1 Year
21.68%
14.12%
Alpha – 3 Years
6.83%
0.53%
Information Ratio – 3 Years
0.61
0.07
Volatility – 1 Year
21.87%
22.14%
Volatility – 3 Years
21.68%
20.01%
Beta – 1 Year
1.10
1.14
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.75
0.45
Sharpe Ratio – 3 Years
0.65
0.29
Worst Rolling Year
-17.09%
-15.27%
Value at Worst Rolling Year
₹0.83 Cr
₹0.85 Cr
Deepest Drawdown
−27.12%
−27.52%
Recovery Period
148 days
441 days
1-Year Rolling Windows Positive
79.34%
76.89%
Median Rolling Year
24.29%
10.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 7% · M 9% · S 77%
Number of Stocks
65
25
Portfolio P/E
51.62
29.80
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 · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%