Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
−0.25%
6 Months
22.24%
3.36%
1 Year
21.33%
7.71%
3 Years
15.83%
10.42%
5 Years
20.63%
9.09%
Since Inception
19.53%
10.42%
Fund Age
11 yrs
16 yrs 11 mo
AUM
₹101.92 Cr
₹257.93 Cr
Alpha – 1 Year
21.68%
0.40%
Alpha – 3 Years
6.83%
2.97%
Information Ratio – 3 Years
0.61
2.62
Volatility – 1 Year
21.87%
1.99%
Volatility – 3 Years
21.68%
1.94%
Beta – 1 Year
1.10
0.35
Beta – 3 Years
1.12
0.35
Sharpe Ratio – 1 Year
0.75
1.45
Sharpe Ratio – 3 Years
0.65
3.79
Worst Rolling Year
-17.09%
7.00%
Value at Worst Rolling Year
₹0.83 Cr
₹1.07 Cr
Deepest Drawdown
−27.12%
—
Recovery Period
148 days
—
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%