Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
4.17%
6 Months
22.24%
19.62%
1 Year
21.33%
12.19%
3 Years
15.83%
23.51%
5 Years
20.63%
13.96%
Since Inception
19.53%
23.13%
Fund Age
11 yrs
6 yrs 7 mo
AUM
₹101.92 Cr
₹2,332.81 Cr
Alpha – 1 Year
21.68%
9.21%
Alpha – 3 Years
6.83%
11.63%
Information Ratio – 3 Years
0.61
0.83
Volatility – 1 Year
21.87%
26.11%
Volatility – 3 Years
21.68%
21.82%
Beta – 1 Year
1.10
1.32
Beta – 3 Years
1.12
1.14
Sharpe Ratio – 1 Year
0.75
0.33
Sharpe Ratio – 3 Years
0.65
0.83
Worst Rolling Year
-17.09%
12.50%
Value at Worst Rolling Year
₹0.83 Cr
₹1.13 Cr
Deepest Drawdown
−27.12%
−24.27%
Recovery Period
148 days
461 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 14% · M 33% · S 52%
Number of Stocks
65
33
Portfolio P/E
51.62
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%