Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs NAFA - Small Cap
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
NAFA - Small Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
1.33%
6 Months
22.24%
9.10%
1 Year
21.33%
−3.87%
3 Years
15.83%
5.03%
5 Years
20.63%
11.30%
Since Inception
19.53%
15.74%
Fund Age
11 yrs
7 yrs 5 mo
AUM
₹101.92 Cr
₹51.79 Cr
Alpha – 1 Year
21.68%
−5.73%
Alpha – 3 Years
6.83%
−7.05%
Information Ratio – 3 Years
0.61
-0.47
Volatility – 1 Year
21.87%
25.89%
Volatility – 3 Years
21.68%
20.56%
Beta – 1 Year
1.10
1.37
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.75
-0.24
Sharpe Ratio – 3 Years
0.65
0.08
Worst Rolling Year
-17.09%
5.04%
Value at Worst Rolling Year
₹0.83 Cr
₹1.05 Cr
Deepest Drawdown
−27.12%
−31.48%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
24.17%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
M 6% · S 89%
Number of Stocks
65
35
Portfolio P/E
51.62
23.62
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%
Pradeep Metals Ltd · 9.56%
Cash & Cash Equivalent · 6.48%
Canara Robeco Asset Management Company Ltd · 6.41%
City Union Bank Ltd · 5.77%
Rajratan Global Wire Ltd · 5.22%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 23.68%
Automobile and Auto Components · 19.33%
Capital Goods · 14.47%
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%