Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
NJ-Freedom ETF Portfolio
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%
−0.13%
6 Months
22.24%
1.78%
1 Year
21.33%
6.32%
3 Years
15.83%
11.40%
5 Years
20.63%
9.32%
Since Inception
19.53%
10.72%
Fund Age
11 yrs
8 yrs 5 mo
AUM
₹101.92 Cr
₹314.17 Cr
Alpha – 1 Year
21.68%
6.67%
Alpha – 3 Years
6.83%
2.41%
Information Ratio – 3 Years
0.61
0.48
Volatility – 1 Year
21.87%
17.96%
Volatility – 3 Years
21.68%
15.53%
Beta – 1 Year
1.10
1.09
Beta – 3 Years
1.12
1.08
Sharpe Ratio – 1 Year
0.75
0.13
Sharpe Ratio – 3 Years
0.65
0.44
Worst Rolling Year
-17.09%
7.40%
Value at Worst Rolling Year
₹0.83 Cr
₹1.07 Cr
Deepest Drawdown
−27.12%
−19.45%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
15.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 66% · M 32% · S 1%
Number of Stocks
65
3
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%
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%