Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
ORO-Alpha Value
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%
0.44%
6 Months
22.24%
5.47%
1 Year
21.33%
6.35%
3 Years
15.83%
—
5 Years
20.63%
—
Since Inception
19.53%
6.04%
Fund Age
11 yrs
3 yrs 8 mo
AUM
₹101.92 Cr
₹1.28 Cr
Alpha – 1 Year
21.68%
3.37%
Alpha – 3 Years
6.83%
—
Information Ratio – 3 Years
0.61
—
Volatility – 1 Year
21.87%
17.26%
Volatility – 3 Years
21.68%
15.80%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.75
0.12
Sharpe Ratio – 3 Years
0.65
0.10
Worst Rolling Year
-17.09%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−27.12%
−17.83%
Recovery Period
148 days
Not yet recovered
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 42% · M 17% · S 27%
Number of Stocks
65
24
Portfolio P/E
51.62
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%