Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
0.48%
6 Months
22.24%
0.17%
1 Year
21.33%
1.53%
3 Years
15.83%
6.30%
5 Years
20.63%
7.16%
Since Inception
19.53%
16.58%
Fund Age
11 yrs
6 yrs 6 mo
AUM
₹101.92 Cr
₹182.72 Cr
Alpha – 1 Year
21.68%
−3.19%
Alpha – 3 Years
6.83%
−5.79%
Information Ratio – 3 Years
0.61
-1.15
Volatility – 1 Year
21.87%
17.17%
Volatility – 3 Years
21.68%
15.94%
Beta – 1 Year
1.10
0.97
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.75
-0.13
Sharpe Ratio – 3 Years
0.65
0.13
Worst Rolling Year
-17.09%
6.16%
Value at Worst Rolling Year
₹0.83 Cr
₹1.06 Cr
Deepest Drawdown
−27.12%
−24.43%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
—
Number of Stocks
65
60
Portfolio P/E
51.62
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%