Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
−0.10%
6 Months
22.24%
6.51%
1 Year
21.33%
15.14%
3 Years
15.83%
23.23%
5 Years
20.63%
23.21%
Since Inception
19.53%
29.55%
Fund Age
11 yrs
6 yrs 6 mo
AUM
₹101.92 Cr
₹66.34 Cr
Alpha – 1 Year
21.68%
10.42%
Alpha – 3 Years
6.83%
11.14%
Information Ratio – 3 Years
0.61
1.31
Volatility – 1 Year
21.87%
19.62%
Volatility – 3 Years
21.68%
17.58%
Beta – 1 Year
1.10
1.01
Beta – 3 Years
1.12
1.01
Sharpe Ratio – 1 Year
0.75
0.54
Sharpe Ratio – 3 Years
0.65
0.98
Worst Rolling Year
-17.09%
23.09%
Value at Worst Rolling Year
₹0.83 Cr
₹1.23 Cr
Deepest Drawdown
−27.12%
−16.37%
Recovery Period
148 days
308 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%