Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
−0.04%
6 Months
22.24%
0.28%
1 Year
21.33%
2.14%
3 Years
15.83%
10.02%
5 Years
20.63%
13.15%
Since Inception
19.53%
11.46%
Fund Age
11 yrs
8 yrs 7 mo
AUM
₹101.92 Cr
₹585.94 Cr
Alpha – 1 Year
21.68%
2.49%
Alpha – 3 Years
6.83%
1.02%
Information Ratio – 3 Years
0.61
0.18
Volatility – 1 Year
21.87%
16.38%
Volatility – 3 Years
21.68%
14.42%
Beta – 1 Year
1.10
1.00
Beta – 3 Years
1.12
0.96
Sharpe Ratio – 1 Year
0.75
-0.13
Sharpe Ratio – 3 Years
0.65
0.38
Worst Rolling Year
-17.09%
3.37%
Value at Worst Rolling Year
₹0.83 Cr
₹1.03 Cr
Deepest Drawdown
−27.12%
−17.04%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 65% · M 26% · S 8%
Number of Stocks
65
31
Portfolio P/E
51.62
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%