Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Karma Capital Lotus
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%
2.20%
6 Months
22.24%
9.70%
1 Year
21.33%
10.00%
3 Years
15.83%
17.10%
5 Years
20.63%
—
Since Inception
19.53%
23.10%
Fund Age
11 yrs
3 yrs 6 mo
AUM
₹101.92 Cr
₹24.16 Cr
Alpha – 1 Year
21.68%
5.30%
Alpha – 3 Years
6.83%
5.00%
Information Ratio – 3 Years
0.61
0.96
Volatility – 1 Year
21.87%
16.88%
Volatility – 3 Years
21.68%
15.62%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
1.12
0.93
Sharpe Ratio – 1 Year
0.75
0.34
Sharpe Ratio – 3 Years
0.65
0.81
Worst Rolling Year
-17.09%
16.97%
Value at Worst Rolling Year
₹0.83 Cr
₹1.17 Cr
Deepest Drawdown
−27.12%
−19.30%
Recovery Period
148 days
122 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
19.82%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 16% · M 17% · S 63%
Number of Stocks
65
—
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –