Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Right Horizons - Flexi Cap
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%
4.94%
6 Months
22.24%
11.49%
1 Year
21.33%
3.89%
3 Years
15.83%
8.19%
5 Years
20.63%
11.02%
Since Inception
19.53%
10.97%
Fund Age
11 yrs
13 yrs 8 mo
AUM
₹101.92 Cr
₹360.51 Cr
Alpha – 1 Year
21.68%
0.91%
Alpha – 3 Years
6.83%
−3.69%
Information Ratio – 3 Years
0.61
-0.18
Volatility – 1 Year
21.87%
23.04%
Volatility – 3 Years
21.68%
19.34%
Beta – 1 Year
1.10
1.26
Beta – 3 Years
1.12
1.17
Sharpe Ratio – 1 Year
0.75
0.04
Sharpe Ratio – 3 Years
0.65
0.30
Worst Rolling Year
-17.09%
-8.10%
Value at Worst Rolling Year
₹0.83 Cr
₹0.92 Cr
Deepest Drawdown
−27.12%
−30.43%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
95.59%
Median Rolling Year
24.29%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 38% · M 28% · S 33%
Number of Stocks
65
29
Portfolio P/E
51.62
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%