Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
22.24%
32.15%
1 Year
21.33%
16.77%
3 Years
15.83%
19.00%
5 Years
20.63%
20.10%
Since Inception
19.53%
27.01%
Fund Age
11 yrs
6 yrs 10 mo
AUM
₹101.92 Cr
₹247.64 Cr
Alpha – 1 Year
21.68%
13.79%
Alpha – 3 Years
6.83%
7.10%
Information Ratio – 3 Years
0.61
0.30
Volatility – 1 Year
21.87%
39.13%
Volatility – 3 Years
21.68%
29.47%
Beta – 1 Year
1.10
1.87
Beta – 3 Years
1.12
1.36
Sharpe Ratio – 1 Year
0.75
0.42
Sharpe Ratio – 3 Years
0.65
0.55
Worst Rolling Year
-17.09%
15.03%
Value at Worst Rolling Year
₹0.83 Cr
₹1.15 Cr
Deepest Drawdown
−27.12%
−35.86%
Recovery Period
148 days
94 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
S 80%
Number of Stocks
65
42
Portfolio P/E
51.62
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%