Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
ICICI Prudential PMS Growth Leaders Strategy
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%
2.13%
6 Months
22.24%
4.45%
1 Year
21.33%
9.07%
3 Years
15.83%
17.41%
5 Years
20.63%
13.90%
Since Inception
19.53%
12.23%
Fund Age
11 yrs
25 yrs 8 mo
AUM
₹101.92 Cr
₹1,659.64 Cr
Alpha – 1 Year
21.68%
4.35%
Alpha – 3 Years
6.83%
5.32%
Information Ratio – 3 Years
0.61
1.35
Volatility – 1 Year
21.87%
16.92%
Volatility – 3 Years
21.68%
15.61%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.75
0.28
Sharpe Ratio – 3 Years
0.65
0.78
Worst Rolling Year
-17.09%
-11.28%
Value at Worst Rolling Year
₹0.83 Cr
₹0.89 Cr
Deepest Drawdown
−27.12%
−20.82%
Recovery Period
148 days
521 days
1-Year Rolling Windows Positive
79.34%
89.60%
Median Rolling Year
24.29%
15.37%
5-Year Rolling Windows Positive
100.00%
93.68%
Market-Cap Mix
L 15% · M 12% · S 59%
L 58% · M 17% · S 24%
Number of Stocks
65
37
Portfolio P/E
51.62
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%