Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
11.42%
6 Months
22.24%
35.03%
1 Year
21.33%
37.21%
3 Years
15.83%
27.05%
5 Years
20.63%
21.76%
Since Inception
19.53%
19.33%
Fund Age
11 yrs
6 yrs 10 mo
AUM
₹101.92 Cr
₹2,975 Cr
Alpha – 1 Year
21.68%
23.77%
Alpha – 3 Years
6.83%
6.78%
Information Ratio – 3 Years
0.61
5.24
Volatility – 1 Year
21.87%
18.59%
Volatility – 3 Years
21.68%
19.39%
Beta – 1 Year
1.10
1.23
Beta – 3 Years
1.12
1.12
Sharpe Ratio – 1 Year
0.75
1.44
Sharpe Ratio – 3 Years
0.65
0.98
Worst Rolling Year
-17.09%
-6.18%
Value at Worst Rolling Year
₹0.83 Cr
₹0.94 Cr
Deepest Drawdown
−27.12%
—
Recovery Period
148 days
—
1-Year Rolling Windows Positive
79.34%
92.59%
Median Rolling Year
24.29%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
—
Number of Stocks
65
14
Portfolio P/E
51.62
25.70
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%
—
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%