Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
0.18%
6 Months
22.24%
2.87%
1 Year
21.33%
3.77%
3 Years
15.83%
6.69%
5 Years
20.63%
6.74%
Since Inception
19.53%
10.62%
Fund Age
11 yrs
12 yrs 1 mo
AUM
₹101.92 Cr
₹61.33 Cr
Alpha – 1 Year
21.68%
−5.66%
Alpha – 3 Years
6.83%
−3.03%
Information Ratio – 3 Years
0.61
-1.20
Volatility – 1 Year
21.87%
3.14%
Volatility – 3 Years
21.68%
2.07%
Beta – 1 Year
1.10
-0.20
Beta – 3 Years
1.12
-0.08
Sharpe Ratio – 1 Year
0.75
-0.40
Sharpe Ratio – 3 Years
0.65
0.62
Worst Rolling Year
-17.09%
-3.43%
Value at Worst Rolling Year
₹0.83 Cr
₹0.97 Cr
Deepest Drawdown
−27.12%
—
Recovery Period
148 days
—
1-Year Rolling Windows Positive
79.34%
99.16%
Median Rolling Year
24.29%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
—
Number of Stocks
65
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Others · 92.72%
Government · 7.02%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%