Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Magadh - Value for Growth
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%
1.29%
6 Months
22.24%
−4.12%
1 Year
21.33%
1.97%
3 Years
15.83%
12.30%
5 Years
20.63%
12.28%
Since Inception
19.53%
12.08%
Fund Age
11 yrs
5 yrs
AUM
₹101.92 Cr
₹27.16 Cr
Alpha – 1 Year
21.68%
−2.75%
Alpha – 3 Years
6.83%
0.21%
Information Ratio – 3 Years
0.61
0.08
Volatility – 1 Year
21.87%
18.26%
Volatility – 3 Years
21.68%
15.26%
Beta – 1 Year
1.10
1.01
Beta – 3 Years
1.12
0.92
Sharpe Ratio – 1 Year
0.75
-0.09
Sharpe Ratio – 3 Years
0.65
0.53
Worst Rolling Year
-17.09%
12.19%
Value at Worst Rolling Year
₹0.83 Cr
₹1.12 Cr
Deepest Drawdown
−27.12%
−16.54%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 41% · M 28% · S 30%
Number of Stocks
65
27
Portfolio P/E
51.62
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%