Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Right Horizons - All Seasons
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%
1.32%
6 Months
22.24%
3.83%
1 Year
21.33%
9.77%
3 Years
15.83%
13.19%
5 Years
20.63%
12.01%
Since Inception
19.53%
14.38%
Fund Age
11 yrs
6 yrs 8 mo
AUM
₹101.92 Cr
₹42.66 Cr
Alpha – 1 Year
21.68%
3.80%
Alpha – 3 Years
6.83%
2.30%
Information Ratio – 3 Years
0.61
0.23
Volatility – 1 Year
21.87%
15.84%
Volatility – 3 Years
21.68%
12.64%
Beta – 1 Year
1.10
1.56
Beta – 3 Years
1.12
1.48
Sharpe Ratio – 1 Year
0.75
0.32
Sharpe Ratio – 3 Years
0.65
0.70
Worst Rolling Year
-17.09%
9.09%
Value at Worst Rolling Year
₹0.83 Cr
₹1.09 Cr
Deepest Drawdown
−27.12%
−15.18%
Recovery Period
148 days
119 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 37% · M 21% · S 27%
Number of Stocks
65
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%