Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
0.97%
6 Months
22.24%
6.33%
1 Year
21.33%
−0.99%
3 Years
15.83%
6.26%
5 Years
20.63%
6.47%
Since Inception
19.53%
5.18%
Fund Age
11 yrs
19 yrs 5 mo
AUM
₹101.92 Cr
₹95.89 Cr
Alpha – 1 Year
21.68%
2.51%
Alpha – 3 Years
6.83%
−2.73%
Information Ratio – 3 Years
0.61
-0.10
Volatility – 1 Year
21.87%
20.93%
Volatility – 3 Years
21.68%
17.77%
Beta – 1 Year
1.10
1.14
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.75
-0.20
Sharpe Ratio – 3 Years
0.65
0.23
Worst Rolling Year
-17.09%
-21.50%
Value at Worst Rolling Year
₹0.83 Cr
₹0.79 Cr
Deepest Drawdown
−27.12%
−30.66%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
74.63%
Median Rolling Year
24.29%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 15% · M 12% · S 59%
L 77% · M 12% · S 11%
Number of Stocks
65
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%