Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Hanut - Fundamental Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
3.57%
6 Months
22.24%
13.27%
1 Year
21.33%
19.25%
3 Years
15.83%
19.26%
5 Years
20.63%
12.69%
Since Inception
19.53%
18.49%
Fund Age
11 yrs
7 yrs 3 mo
AUM
₹101.92 Cr
₹40.18 Cr
Alpha – 1 Year
21.68%
14.53%
Alpha – 3 Years
6.83%
7.17%
Information Ratio – 3 Years
0.61
0.70
Volatility – 1 Year
21.87%
26.49%
Volatility – 3 Years
21.68%
18.75%
Beta – 1 Year
1.10
1.37
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.75
0.59
Sharpe Ratio – 3 Years
0.65
0.71
Worst Rolling Year
-17.09%
12.14%
Value at Worst Rolling Year
₹0.83 Cr
₹1.12 Cr
Deepest Drawdown
−27.12%
−15.45%
Recovery Period
148 days
24 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
20.15%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 13% · M 41% · S 44%
Number of Stocks
65
36
Portfolio P/E
51.62
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%