Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
2.93%
6 Months
22.24%
27.08%
1 Year
21.33%
22.70%
3 Years
15.83%
18.13%
5 Years
20.63%
21.00%
Since Inception
19.53%
30.05%
Fund Age
11 yrs
5 yrs 9 mo
AUM
₹101.92 Cr
₹670.5 Cr
Alpha – 1 Year
21.68%
17.98%
Alpha – 3 Years
6.83%
6.04%
Information Ratio – 3 Years
0.61
0.67
Volatility – 1 Year
21.87%
26.20%
Volatility – 3 Years
21.68%
22.70%
Beta – 1 Year
1.10
1.32
Beta – 3 Years
1.12
1.09
Sharpe Ratio – 1 Year
0.75
0.70
Sharpe Ratio – 3 Years
0.65
0.71
Worst Rolling Year
-17.09%
15.94%
Value at Worst Rolling Year
₹0.83 Cr
₹1.16 Cr
Deepest Drawdown
−27.12%
−31.21%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
S 95%
Number of Stocks
65
26
Portfolio P/E
51.62
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%