Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
22.24%
12.07%
1 Year
21.33%
11.66%
3 Years
15.83%
13.52%
5 Years
20.63%
—
Since Inception
19.53%
14.98%
Fund Age
11 yrs
3 yrs 6 mo
AUM
₹101.92 Cr
₹447.27 Cr
Alpha – 1 Year
21.68%
6.94%
Alpha – 3 Years
6.83%
1.43%
Information Ratio – 3 Years
0.61
0.13
Volatility – 1 Year
21.87%
21.15%
Volatility – 3 Years
21.68%
18.85%
Beta – 1 Year
1.10
1.14
Beta – 3 Years
1.12
1.10
Sharpe Ratio – 1 Year
0.75
0.37
Sharpe Ratio – 3 Years
0.65
0.48
Worst Rolling Year
-17.09%
10.55%
Value at Worst Rolling Year
₹0.83 Cr
₹1.11 Cr
Deepest Drawdown
−27.12%
−17.40%
Recovery Period
148 days
122 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
14.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 28% · M 19% · S 29%
Number of Stocks
65
—
Portfolio P/E
51.62
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%