Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
1.99%
6 Months
22.24%
8.53%
1 Year
21.33%
11.64%
3 Years
15.83%
17.19%
5 Years
20.63%
15.63%
Since Inception
19.53%
16.41%
Fund Age
11 yrs
13 yrs 4 mo
AUM
₹101.92 Cr
₹575.07 Cr
Alpha – 1 Year
21.68%
6.92%
Alpha – 3 Years
6.83%
5.10%
Information Ratio – 3 Years
0.61
0.78
Volatility – 1 Year
21.87%
17.51%
Volatility – 3 Years
21.68%
14.23%
Beta – 1 Year
1.10
0.92
Beta – 3 Years
1.12
0.84
Sharpe Ratio – 1 Year
0.75
0.42
Sharpe Ratio – 3 Years
0.65
0.84
Worst Rolling Year
-17.09%
-7.95%
Value at Worst Rolling Year
₹0.83 Cr
₹0.92 Cr
Deepest Drawdown
−27.12%
−14.61%
Recovery Period
148 days
122 days
1-Year Rolling Windows Positive
79.34%
93.59%
Median Rolling Year
24.29%
16.55%
5-Year Rolling Windows Positive
100.00%
99.01%
Market-Cap Mix
L 15% · M 12% · S 59%
L 61% · M 15% · S 25%
Number of Stocks
65
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Portfolio P/E
51.62
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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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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