Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
QED Capital - Core Equity
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%
2.59%
6 Months
22.24%
−7.48%
1 Year
21.33%
2.63%
3 Years
15.83%
—
5 Years
20.63%
—
Since Inception
19.53%
2.29%
Fund Age
11 yrs
16 mo
AUM
₹101.92 Cr
₹10.89 Cr
Alpha – 1 Year
21.68%
−2.09%
Alpha – 3 Years
6.83%
—
Information Ratio – 3 Years
0.61
—
Volatility – 1 Year
21.87%
13.82%
Volatility – 3 Years
21.68%
—
Beta – 1 Year
1.10
0.65
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.75
-0.12
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
-17.09%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−27.12%
−13.29%
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 47% · M 38%
Number of Stocks
65
—
Portfolio P/E
51.62
—
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%