Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
2.41%
6 Months
22.24%
2.04%
1 Year
21.33%
13.04%
3 Years
15.83%
15.74%
5 Years
20.63%
14.15%
Since Inception
19.53%
15.13%
Fund Age
11 yrs
14 yrs 1 mo
AUM
₹101.92 Cr
₹850.7 Cr
Alpha – 1 Year
21.68%
13.39%
Alpha – 3 Years
6.83%
6.74%
Information Ratio – 3 Years
0.61
1.02
Volatility – 1 Year
21.87%
18.01%
Volatility – 3 Years
21.68%
15.42%
Beta – 1 Year
1.10
1.04
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.75
0.48
Sharpe Ratio – 3 Years
0.65
0.76
Worst Rolling Year
-17.09%
-19.06%
Value at Worst Rolling Year
₹0.83 Cr
₹0.81 Cr
Deepest Drawdown
−27.12%
−15.54%
Recovery Period
148 days
227 days
1-Year Rolling Windows Positive
79.34%
83.40%
Median Rolling Year
24.29%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 15% · M 12% · S 59%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%