Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.43%
−2.26%
6 Months
22.24%
9.35%
1 Year
21.33%
10.43%
3 Years
15.83%
15.16%
5 Years
20.63%
—
Since Inception
19.53%
21.24%
Fund Age
11 yrs
4 yrs 11 mo
AUM
₹101.92 Cr
₹16.88 Cr
Alpha – 1 Year
21.68%
8.57%
Alpha – 3 Years
6.83%
3.08%
Information Ratio – 3 Years
0.61
0.34
Volatility – 1 Year
21.87%
33.08%
Volatility – 3 Years
21.68%
27.65%
Beta – 1 Year
1.10
1.54
Beta – 3 Years
1.12
1.38
Sharpe Ratio – 1 Year
0.75
0.28
Sharpe Ratio – 3 Years
0.65
0.51
Worst Rolling Year
-17.09%
12.88%
Value at Worst Rolling Year
₹0.83 Cr
₹1.13 Cr
Deepest Drawdown
−27.12%
−32.66%
Recovery Period
148 days
436 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 9% · M 17% · S 71%
Number of Stocks
65
16
Portfolio P/E
51.62
48.24
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%
—
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%