Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Phillip Capital - Emerging India 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%
3.88%
6 Months
22.24%
18.21%
1 Year
21.33%
11.44%
3 Years
15.83%
9.27%
5 Years
20.63%
10.90%
Since Inception
19.53%
13.08%
Fund Age
11 yrs
9 yrs
AUM
₹101.92 Cr
₹29.3 Cr
Alpha – 1 Year
21.68%
6.74%
Alpha – 3 Years
6.83%
−1.95%
Information Ratio – 3 Years
0.61
-0.21
Volatility – 1 Year
21.87%
23.26%
Volatility – 3 Years
21.68%
18.09%
Beta – 1 Year
1.10
1.21
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.75
0.35
Sharpe Ratio – 3 Years
0.65
0.32
Worst Rolling Year
-17.09%
0.11%
Value at Worst Rolling Year
₹0.83 Cr
₹1.00 Cr
Deepest Drawdown
−27.12%
−21.53%
Recovery Period
148 days
436 days
1-Year Rolling Windows Positive
79.34%
99.73%
Median Rolling Year
24.29%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 6% · M 32% · S 55%
Number of Stocks
65
23
Portfolio P/E
51.62
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%