Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
3.27%
6 Months
22.24%
6.66%
1 Year
21.33%
7.95%
3 Years
15.83%
14.01%
5 Years
20.63%
12.40%
Since Inception
19.53%
16.07%
Fund Age
11 yrs
12 yrs 5 mo
AUM
₹101.92 Cr
₹27.98 Cr
Alpha – 1 Year
21.68%
3.23%
Alpha – 3 Years
6.83%
1.92%
Information Ratio – 3 Years
0.61
0.55
Volatility – 1 Year
21.87%
16.42%
Volatility – 3 Years
21.68%
14.36%
Beta – 1 Year
1.10
0.92
Beta – 3 Years
1.12
0.91
Sharpe Ratio – 1 Year
0.75
0.15
Sharpe Ratio – 3 Years
0.65
0.63
Worst Rolling Year
-17.09%
-4.39%
Value at Worst Rolling Year
₹0.83 Cr
₹0.96 Cr
Deepest Drawdown
−27.12%
−17.36%
Recovery Period
148 days
532 days
1-Year Rolling Windows Positive
79.34%
97.43%
Median Rolling Year
24.29%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 25% · M 6% · S 37%
Number of Stocks
65
30
Portfolio P/E
51.62
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%