Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
PGIM India - Phoenix 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%
3.66%
6 Months
22.24%
18.51%
1 Year
21.33%
2.32%
3 Years
15.83%
8.56%
5 Years
20.63%
13.23%
Since Inception
19.53%
12.52%
Fund Age
11 yrs
10 yrs
AUM
₹101.92 Cr
₹60.22 Cr
Alpha – 1 Year
21.68%
2.67%
Alpha – 3 Years
6.83%
−0.44%
Information Ratio – 3 Years
0.61
-0.03
Volatility – 1 Year
21.87%
27.56%
Volatility – 3 Years
21.68%
21.93%
Beta – 1 Year
1.10
1.33
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.75
0.01
Sharpe Ratio – 3 Years
0.65
0.24
Worst Rolling Year
-17.09%
-13.90%
Value at Worst Rolling Year
₹0.83 Cr
₹0.86 Cr
Deepest Drawdown
−27.12%
−31.68%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
85.20%
Median Rolling Year
24.29%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
M 3% · S 93%
Number of Stocks
65
26
Portfolio P/E
51.62
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%