Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
22.24%
22.17%
1 Year
21.33%
13.49%
3 Years
15.83%
12.21%
5 Years
20.63%
11.23%
Since Inception
19.53%
22.14%
Fund Age
11 yrs
7 yrs 4 mo
AUM
₹101.92 Cr
₹1,280.4 Cr
Alpha – 1 Year
21.68%
8.77%
Alpha – 3 Years
6.83%
0.12%
Information Ratio – 3 Years
0.61
0.01
Volatility – 1 Year
21.87%
24.60%
Volatility – 3 Years
21.68%
22.41%
Beta – 1 Year
1.10
1.20
Beta – 3 Years
1.12
1.15
Sharpe Ratio – 1 Year
0.75
0.41
Sharpe Ratio – 3 Years
0.65
0.39
Worst Rolling Year
-17.09%
4.49%
Value at Worst Rolling Year
₹0.83 Cr
₹1.04 Cr
Deepest Drawdown
−27.12%
−26.42%
Recovery Period
148 days
479 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
S 100%
Number of Stocks
65
18
Portfolio P/E
51.62
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%