Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.43%
2.10%
6 Months
22.24%
29.13%
1 Year
21.33%
20.96%
3 Years
15.83%
17.22%
5 Years
20.63%
—
Since Inception
19.53%
23.59%
Fund Age
11 yrs
3 yrs 7 mo
AUM
₹101.92 Cr
₹147.56 Cr
Alpha – 1 Year
21.68%
16.24%
Alpha – 3 Years
6.83%
5.13%
Information Ratio – 3 Years
0.61
0.33
Volatility – 1 Year
21.87%
30.80%
Volatility – 3 Years
21.68%
25.65%
Beta – 1 Year
1.10
1.54
Beta – 3 Years
1.12
1.41
Sharpe Ratio – 1 Year
0.75
0.58
Sharpe Ratio – 3 Years
0.65
0.54
Worst Rolling Year
-17.09%
15.38%
Value at Worst Rolling Year
₹0.83 Cr
₹1.15 Cr
Deepest Drawdown
−27.12%
−28.52%
Recovery Period
148 days
122 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 63% · M 11% · S 17%
Number of Stocks
65
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%