Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
22.24%
10.94%
1 Year
21.33%
1.03%
3 Years
15.83%
11.45%
5 Years
20.63%
15.19%
Since Inception
19.53%
27.03%
Fund Age
11 yrs
5 yrs 11 mo
AUM
₹101.92 Cr
₹298.71 Cr
Alpha – 1 Year
21.68%
−3.69%
Alpha – 3 Years
6.83%
−0.64%
Information Ratio – 3 Years
0.61
-0.04
Volatility – 1 Year
21.87%
27.68%
Volatility – 3 Years
21.68%
23.40%
Beta – 1 Year
1.10
1.45
Beta – 3 Years
1.12
1.22
Sharpe Ratio – 1 Year
0.75
-0.03
Sharpe Ratio – 3 Years
0.65
0.35
Worst Rolling Year
-17.09%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−27.12%
—
Recovery Period
148 days
—
1-Year Rolling Windows Positive
79.34%
—
Median Rolling Year
24.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 2% · M 2% · S 86%
Number of Stocks
65
36
Portfolio P/E
51.62
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%