Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Neo Yield Enhancer
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Neo Yield Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
0.79%
6 Months
22.24%
4.98%
1 Year
21.33%
10.56%
3 Years
15.83%
—
5 Years
20.63%
—
Since Inception
19.53%
11.26%
Fund Age
11 yrs
2 yrs 8 mo
AUM
₹101.92 Cr
₹1,889.65 Cr
Alpha – 1 Year
21.68%
9.31%
Alpha – 3 Years
6.83%
—
Information Ratio – 3 Years
0.61
—
Volatility – 1 Year
21.87%
0.27%
Volatility – 3 Years
21.68%
—
Beta – 1 Year
1.10
0.04
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.75
17.75
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
-17.09%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−27.12%
—
Recovery Period
148 days
—
1-Year Rolling Windows Positive
79.34%
—
Median Rolling Year
24.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
—
Number of Stocks
65
54
Portfolio P/E
51.62
—
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%
HSBC Overnight Fund - Direct (G) · 12.29%
KRAZYBEE SERVICES LIMITED 10.45 NCD 16MR27 FVRS1LAC · 8.99%
Cash & Cash Equivalent · 6.42%
9.75% Oxyzo Financial Services Pvt Limited 19-MAR-2027 · 5.98%
PROFECTUS CAPITAL PRIVATE LIMITED RR NCD 30SP27 FVRS1LAC · 5.81%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
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%