Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Right Horizons - India Business Leaders
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%
3.11%
6 Months
22.24%
4.12%
1 Year
21.33%
−0.25%
3 Years
15.83%
10.95%
5 Years
20.63%
10.56%
Since Inception
19.53%
10.62%
Fund Age
11 yrs
13 yrs 8 mo
AUM
₹101.92 Cr
₹41.22 Cr
Alpha – 1 Year
21.68%
0.18%
Alpha – 3 Years
6.83%
2.39%
Information Ratio – 3 Years
0.61
0.52
Volatility – 1 Year
21.87%
20.61%
Volatility – 3 Years
21.68%
17.57%
Beta – 1 Year
1.10
1.24
Beta – 3 Years
1.12
1.19
Sharpe Ratio – 1 Year
0.75
-0.18
Sharpe Ratio – 3 Years
0.65
0.46
Worst Rolling Year
-17.09%
-10.52%
Value at Worst Rolling Year
₹0.83 Cr
₹0.89 Cr
Deepest Drawdown
−27.12%
−22.41%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
93.48%
Median Rolling Year
24.29%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 15% · M 12% · S 59%
L 70% · M 29%
Number of Stocks
65
25
Portfolio P/E
51.62
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%