Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
2.33%
6 Months
22.24%
5.53%
1 Year
21.33%
9.60%
3 Years
15.83%
6.75%
5 Years
20.63%
7.07%
Since Inception
19.53%
13.02%
Fund Age
11 yrs
14 yrs 9 mo
AUM
₹101.92 Cr
₹179.27 Cr
Alpha – 1 Year
21.68%
9.95%
Alpha – 3 Years
6.83%
−2.25%
Information Ratio – 3 Years
0.61
-0.39
Volatility – 1 Year
21.87%
17.14%
Volatility – 3 Years
21.68%
14.92%
Beta – 1 Year
1.10
1.04
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.75
0.31
Sharpe Ratio – 3 Years
0.65
0.15
Worst Rolling Year
-17.09%
-6.19%
Value at Worst Rolling Year
₹0.83 Cr
₹0.94 Cr
Deepest Drawdown
−27.12%
−21.15%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
95.53%
Median Rolling Year
24.29%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
L 15% · M 12% · S 59%
L 69% · M 12% · S 15%
Number of Stocks
65
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—