Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Emkay Investments - ENVI
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%
5.18%
6 Months
22.24%
19.69%
1 Year
21.33%
25.97%
3 Years
15.83%
17.02%
5 Years
20.63%
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Since Inception
19.53%
24.02%
Fund Age
11 yrs
4 yrs 2 mo
AUM
₹101.92 Cr
₹101.01 Cr
Alpha – 1 Year
21.68%
21.25%
Alpha – 3 Years
6.83%
4.93%
Information Ratio – 3 Years
0.61
0.46
Volatility – 1 Year
21.87%
21.63%
Volatility – 3 Years
21.68%
19.42%
Beta – 1 Year
1.10
1.10
Beta – 3 Years
1.12
1.04
Sharpe Ratio – 1 Year
0.75
0.93
Sharpe Ratio – 3 Years
0.65
0.65
Worst Rolling Year
-17.09%
16.82%
Value at Worst Rolling Year
₹0.83 Cr
₹1.17 Cr
Deepest Drawdown
−27.12%
−20.44%
Recovery Period
148 days
365 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 15% · M 12% · S 59%
L 26% · M 14% · S 51%
Number of Stocks
65
—
Portfolio P/E
51.62
—
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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%
—