Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
22.24%
24.60%
1 Year
21.33%
7.56%
3 Years
15.83%
20.98%
5 Years
20.63%
—
Since Inception
19.53%
24.10%
Fund Age
11 yrs
4 yrs 4 mo
AUM
₹101.92 Cr
₹3.89 Cr
Alpha – 1 Year
21.68%
4.58%
Alpha – 3 Years
6.83%
9.08%
Information Ratio – 3 Years
0.61
0.07
Volatility – 1 Year
21.87%
32.74%
Volatility – 3 Years
21.68%
27.24%
Beta – 1 Year
1.10
1.49
Beta – 3 Years
1.12
1.30
Sharpe Ratio – 1 Year
0.75
0.20
Sharpe Ratio – 3 Years
0.65
0.49
Worst Rolling Year
-17.09%
17.91%
Value at Worst Rolling Year
₹0.83 Cr
₹1.18 Cr
Deepest Drawdown
−27.12%
−34.40%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
—
Number of Stocks
65
27
Portfolio P/E
51.62
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%