Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Hem Securities - Dynamic Research and Emerging Asset
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Hem Securities - Dynamic Research and Emerging Asset
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
2.22%
6 Months
22.24%
12.93%
1 Year
21.33%
12.12%
3 Years
15.83%
14.97%
5 Years
20.63%
17.00%
Since Inception
19.53%
21.69%
Fund Age
11 yrs
6 yrs 5 mo
AUM
₹101.92 Cr
₹192.25 Cr
Alpha – 1 Year
21.68%
8.36%
Alpha – 3 Years
6.83%
4.08%
Information Ratio – 3 Years
0.61
0.38
Volatility – 1 Year
21.87%
25.64%
Volatility – 3 Years
21.68%
21.98%
Beta – 1 Year
1.10
1.38
Beta – 3 Years
1.12
1.29
Sharpe Ratio – 1 Year
0.75
0.36
Sharpe Ratio – 3 Years
0.65
0.51
Worst Rolling Year
-17.09%
14.19%
Value at Worst Rolling Year
₹0.83 Cr
₹1.14 Cr
Deepest Drawdown
−27.12%
−24.93%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
24.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
—
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%
Persistent Systems Ltd
Tata Consultancy Services Ltd
HCL Technologies Ltd
Central Depository Services (India) Ltd
MTAR Technologies Ltd
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%