Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Himalaya - EverFlow India Opportunities
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%
2.85%
6 Months
22.24%
22.81%
1 Year
21.33%
15.74%
3 Years
15.83%
19.34%
5 Years
20.63%
—
Since Inception
19.53%
24.49%
Fund Age
11 yrs
3 yrs 3 mo
AUM
₹101.92 Cr
₹446.96 Cr
Alpha – 1 Year
21.68%
11.02%
Alpha – 3 Years
6.83%
7.25%
Information Ratio – 3 Years
0.61
0.86
Volatility – 1 Year
21.87%
23.09%
Volatility – 3 Years
21.68%
17.79%
Beta – 1 Year
1.10
1.11
Beta – 3 Years
1.12
0.93
Sharpe Ratio – 1 Year
0.75
0.51
Sharpe Ratio – 3 Years
0.65
0.79
Worst Rolling Year
-17.09%
19.32%
Value at Worst Rolling Year
₹0.83 Cr
₹1.19 Cr
Deepest Drawdown
−27.12%
−18.72%
Recovery Period
148 days
46 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 19% · S 80%
Number of Stocks
65
30
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%
—
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—