Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
0.25%
6 Months
22.24%
15.19%
1 Year
21.33%
3.21%
3 Years
15.83%
19.65%
5 Years
20.63%
—
Since Inception
19.53%
25.09%
Fund Age
11 yrs
3 yrs 5 mo
AUM
₹101.92 Cr
₹4,148.34 Cr
Alpha – 1 Year
21.68%
0.23%
Alpha – 3 Years
6.83%
7.77%
Information Ratio – 3 Years
0.61
0.62
Volatility – 1 Year
21.87%
21.54%
Volatility – 3 Years
21.68%
22.15%
Beta – 1 Year
1.10
1.06
Beta – 3 Years
1.12
1.15
Sharpe Ratio – 1 Year
0.75
-0.01
Sharpe Ratio – 3 Years
0.65
0.68
Worst Rolling Year
-17.09%
19.49%
Value at Worst Rolling Year
₹0.83 Cr
₹1.19 Cr
Deepest Drawdown
−27.12%
−27.91%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 26% · M 35% · S 37%
Number of Stocks
65
26
Portfolio P/E
51.62
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%