Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.43%
2.75%
6 Months
22.24%
26.95%
1 Year
21.33%
13.12%
3 Years
15.83%
17.80%
5 Years
20.63%
15.04%
Since Inception
19.53%
22.70%
Fund Age
11 yrs
8 yrs
AUM
₹101.92 Cr
₹357.26 Cr
Alpha – 1 Year
21.68%
10.14%
Alpha – 3 Years
6.83%
5.90%
Information Ratio – 3 Years
0.61
0.31
Volatility – 1 Year
21.87%
32.38%
Volatility – 3 Years
21.68%
25.45%
Beta – 1 Year
1.10
1.68
Beta – 3 Years
1.12
1.37
Sharpe Ratio – 1 Year
0.75
0.36
Sharpe Ratio – 3 Years
0.65
0.56
Worst Rolling Year
-17.09%
11.19%
Value at Worst Rolling Year
₹0.83 Cr
₹1.11 Cr
Deepest Drawdown
−27.12%
−26.50%
Recovery Period
148 days
80 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 7% · M 19% · S 59%
Number of Stocks
65
42
Portfolio P/E
51.62
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%