Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
0.95%
6 Months
22.24%
11.98%
1 Year
21.33%
18.12%
3 Years
15.83%
18.24%
5 Years
20.63%
—
Since Inception
19.53%
20.21%
Fund Age
11 yrs
4 yrs 8 mo
AUM
₹101.92 Cr
₹424.87 Cr
Alpha – 1 Year
21.68%
13.40%
Alpha – 3 Years
6.83%
6.15%
Information Ratio – 3 Years
0.61
0.85
Volatility – 1 Year
21.87%
22.44%
Volatility – 3 Years
21.68%
19.69%
Beta – 1 Year
1.10
1.22
Beta – 3 Years
1.12
1.10
Sharpe Ratio – 1 Year
0.75
0.61
Sharpe Ratio – 3 Years
0.65
0.80
Worst Rolling Year
-17.09%
18.24%
Value at Worst Rolling Year
₹0.83 Cr
₹1.18 Cr
Deepest Drawdown
−27.12%
−25.57%
Recovery Period
148 days
337 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
M 1% · S 89%
Number of Stocks
65
30
Portfolio P/E
51.62
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%