Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Motilal Oswal - Value Migration
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%
0.78%
6 Months
22.24%
11.75%
1 Year
21.33%
−2.37%
3 Years
15.83%
17.81%
5 Years
20.63%
14.66%
Since Inception
19.53%
18.91%
Fund Age
11 yrs
23 yrs 5 mo
AUM
₹101.92 Cr
₹3,220.2 Cr
Alpha – 1 Year
21.68%
−5.35%
Alpha – 3 Years
6.83%
5.93%
Information Ratio – 3 Years
0.61
0.54
Volatility – 1 Year
21.87%
21.49%
Volatility – 3 Years
21.68%
20.84%
Beta – 1 Year
1.10
1.07
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.75
-0.27
Sharpe Ratio – 3 Years
0.65
0.64
Worst Rolling Year
-17.09%
-7.44%
Value at Worst Rolling Year
₹0.83 Cr
₹0.93 Cr
Deepest Drawdown
−27.12%
−27.33%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
94.32%
Median Rolling Year
24.29%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 15% · M 12% · S 59%
L 28% · M 48% · S 19%
Number of Stocks
65
27
Portfolio P/E
51.62
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%