Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Invesco - Rise
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%
5.01%
6 Months
22.24%
8.17%
1 Year
21.33%
19.57%
3 Years
15.83%
18.20%
5 Years
20.63%
15.63%
Since Inception
19.53%
14.42%
Fund Age
11 yrs
10 yrs 4 mo
AUM
₹101.92 Cr
₹337.5 Cr
Alpha – 1 Year
21.68%
14.85%
Alpha – 3 Years
6.83%
6.11%
Information Ratio – 3 Years
0.61
0.93
Volatility – 1 Year
21.87%
14.72%
Volatility – 3 Years
21.68%
15.36%
Beta – 1 Year
1.10
0.78
Beta – 3 Years
1.12
0.92
Sharpe Ratio – 1 Year
0.75
0.93
Sharpe Ratio – 3 Years
0.65
0.83
Worst Rolling Year
-17.09%
-10.21%
Value at Worst Rolling Year
₹0.83 Cr
₹0.90 Cr
Deepest Drawdown
−27.12%
−21.92%
Recovery Period
148 days
231 days
1-Year Rolling Windows Positive
79.34%
88.56%
Median Rolling Year
24.29%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 49% · M 27% · S 21%
Number of Stocks
65
23
Portfolio P/E
51.62
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—