Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Quest Investment Managers – Flagship
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%
6.42%
6 Months
22.24%
15.63%
1 Year
21.33%
0.27%
3 Years
15.83%
12.69%
5 Years
20.63%
8.81%
Since Inception
19.53%
15.48%
Fund Age
11 yrs
18 yrs 10 mo
AUM
₹101.92 Cr
₹406.27 Cr
Alpha – 1 Year
21.68%
−4.45%
Alpha – 3 Years
6.83%
0.61%
Information Ratio – 3 Years
0.61
0.21
Volatility – 1 Year
21.87%
22.89%
Volatility – 3 Years
21.68%
19.09%
Beta – 1 Year
1.10
1.13
Beta – 3 Years
1.12
1.05
Sharpe Ratio – 1 Year
0.75
-0.11
Sharpe Ratio – 3 Years
0.65
0.45
Worst Rolling Year
-17.09%
-10.83%
Value at Worst Rolling Year
₹0.83 Cr
₹0.89 Cr
Deepest Drawdown
−27.12%
−31.17%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
91.19%
Median Rolling Year
24.29%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 28% · M 26% · S 45%
Number of Stocks
65
29
Portfolio P/E
51.62
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%