Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
4.22%
6 Months
22.24%
14.78%
1 Year
21.33%
3.60%
3 Years
15.83%
26.42%
5 Years
20.63%
15.65%
Since Inception
19.53%
19.18%
Fund Age
11 yrs
5 yrs 5 mo
AUM
₹101.92 Cr
₹730.87 Cr
Alpha – 1 Year
21.68%
0.62%
Alpha – 3 Years
6.83%
14.53%
Information Ratio – 3 Years
0.61
0.84
Volatility – 1 Year
21.87%
21.03%
Volatility – 3 Years
21.68%
18.57%
Beta – 1 Year
1.10
0.98
Beta – 3 Years
1.12
0.72
Sharpe Ratio – 1 Year
0.75
0.01
Sharpe Ratio – 3 Years
0.65
1.08
Worst Rolling Year
-17.09%
8.04%
Value at Worst Rolling Year
₹0.83 Cr
₹1.08 Cr
Deepest Drawdown
−27.12%
−22.15%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 11% · M 7% · S 82%
Number of Stocks
65
17
Portfolio P/E
51.62
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%