Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
ICICI Prudential - Contra Portfolio
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%
0.77%
6 Months
22.24%
0.72%
1 Year
21.33%
7.26%
3 Years
15.83%
15.71%
5 Years
20.63%
16.27%
Since Inception
19.53%
18.01%
Fund Age
11 yrs
7 yrs 11 mo
AUM
₹101.92 Cr
₹14,208.27 Cr
Alpha – 1 Year
21.68%
2.54%
Alpha – 3 Years
6.83%
3.62%
Information Ratio – 3 Years
0.61
0.79
Volatility – 1 Year
21.87%
16.69%
Volatility – 3 Years
21.68%
15.09%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
1.12
0.95
Sharpe Ratio – 1 Year
0.75
0.18
Sharpe Ratio – 3 Years
0.65
0.70
Worst Rolling Year
-17.09%
12.54%
Value at Worst Rolling Year
₹0.83 Cr
₹1.13 Cr
Deepest Drawdown
−27.12%
−18.56%
Recovery Period
148 days
241 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 68% · M 7% · S 24%
Number of Stocks
65
42
Portfolio P/E
51.62
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%