Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
NJ - Bluechip
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%
−1.21%
6 Months
22.24%
5.09%
1 Year
21.33%
0.26%
3 Years
15.83%
9.53%
5 Years
20.63%
5.40%
Since Inception
19.53%
12.09%
Fund Age
11 yrs
8 yrs 5 mo
AUM
₹101.92 Cr
₹1,644.09 Cr
Alpha – 1 Year
21.68%
0.61%
Alpha – 3 Years
6.83%
0.54%
Information Ratio – 3 Years
0.61
0.06
Volatility – 1 Year
21.87%
17.94%
Volatility – 3 Years
21.68%
17.25%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
1.12
1.11
Sharpe Ratio – 1 Year
0.75
-0.20
Sharpe Ratio – 3 Years
0.65
0.31
Worst Rolling Year
-17.09%
2.29%
Value at Worst Rolling Year
₹0.83 Cr
₹1.02 Cr
Deepest Drawdown
−27.12%
−21.60%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 49% · M 36% · S 14%
Number of Stocks
65
20
Portfolio P/E
51.62
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%