Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Right Horizons - Alliance
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%
1.80%
6 Months
22.24%
2.80%
1 Year
21.33%
4.89%
3 Years
15.83%
12.23%
5 Years
20.63%
10.64%
Since Inception
19.53%
8.93%
Fund Age
11 yrs
12 yrs
AUM
₹101.92 Cr
₹134.76 Cr
Alpha – 1 Year
21.68%
−1.08%
Alpha – 3 Years
6.83%
1.34%
Information Ratio – 3 Years
0.61
0.07
Volatility – 1 Year
21.87%
10.79%
Volatility – 3 Years
21.68%
9.62%
Beta – 1 Year
1.10
1.04
Beta – 3 Years
1.12
1.10
Sharpe Ratio – 1 Year
0.75
-0.01
Sharpe Ratio – 3 Years
0.65
0.69
Worst Rolling Year
-17.09%
0.05%
Value at Worst Rolling Year
₹0.83 Cr
₹1.00 Cr
Deepest Drawdown
−27.12%
−11.50%
Recovery Period
148 days
80 days
1-Year Rolling Windows Positive
79.34%
99.79%
Median Rolling Year
24.29%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 50% · M 11% · S 8%
Number of Stocks
65
33
Portfolio P/E
51.62
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –