Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Omni Super Pay
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Omni Super Pay
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%
−0.04%
6 Months
22.24%
0.30%
1 Year
21.33%
—
3 Years
15.83%
—
5 Years
20.63%
—
Since Inception
19.53%
−2.01%
Fund Age
11 yrs
8 mo
AUM
₹101.92 Cr
₹8.47 Cr
Alpha – 1 Year
21.68%
—
Alpha – 3 Years
6.83%
—
Information Ratio – 3 Years
0.61
—
Volatility – 1 Year
21.87%
—
Volatility – 3 Years
21.68%
—
Beta – 1 Year
1.10
—
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.75
—
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%
L 29% · M 13% · S 34%
Number of Stocks
65
43
Portfolio P/E
51.62
11.34
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%
BHARAT Bond ETF - April 2033 · 8.00%
Zerodha Nifty 1D Rate Liquid ETF · 3.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 3.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 3.00%
Nippon India ETF Gold BeES · 3.00%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 43.42%
Construction · 13.00%
Power · 11.65%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%