Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Fyers Genesis Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Fyers Genesis Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
1.54%
6 Months
22.24%
6.09%
1 Year
21.33%
5.87%
3 Years
15.83%
—
5 Years
20.63%
—
Since Inception
19.53%
3.02%
Fund Age
11 yrs
1 yr 11 mo
AUM
₹101.92 Cr
₹16.43 Cr
Alpha – 1 Year
21.68%
1.15%
Alpha – 3 Years
6.83%
—
Information Ratio – 3 Years
0.61
—
Volatility – 1 Year
21.87%
19.36%
Volatility – 3 Years
21.68%
—
Beta – 1 Year
1.10
1.09
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.75
0.11
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
-17.09%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−27.12%
−18.63%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
—
Median Rolling Year
24.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
M 20% · S 76%
Number of Stocks
65
24
Portfolio P/E
51.62
25.89
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%
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%