Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
0.36%
6 Months
22.24%
5.01%
1 Year
21.33%
−5.33%
3 Years
15.83%
1.25%
5 Years
20.63%
−1.56%
Since Inception
19.53%
10.94%
Fund Age
11 yrs
6 yrs 11 mo
AUM
₹101.92 Cr
₹122.91 Cr
Alpha – 1 Year
21.68%
−8.31%
Alpha – 3 Years
6.83%
−10.64%
Information Ratio – 3 Years
0.61
-0.98
Volatility – 1 Year
21.87%
16.35%
Volatility – 3 Years
21.68%
16.88%
Beta – 1 Year
1.10
0.87
Beta – 3 Years
1.12
0.86
Sharpe Ratio – 1 Year
0.75
-0.59
Sharpe Ratio – 3 Years
0.65
-0.17
Worst Rolling Year
-17.09%
-5.79%
Value at Worst Rolling Year
₹0.83 Cr
₹0.94 Cr
Deepest Drawdown
−27.12%
−20.60%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
54.01%
Median Rolling Year
24.29%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 15% · M 12% · S 59%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%