Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.43%
10.15%
6 Months
22.24%
31.39%
1 Year
21.33%
26.01%
3 Years
15.83%
19.28%
5 Years
20.63%
23.67%
Since Inception
19.53%
28.23%
Fund Age
11 yrs
5 yrs 4 mo
AUM
₹101.92 Cr
₹483.07 Cr
Alpha – 1 Year
21.68%
21.29%
Alpha – 3 Years
6.83%
7.19%
Information Ratio – 3 Years
0.61
0.38
Volatility – 1 Year
21.87%
27.77%
Volatility – 3 Years
21.68%
26.19%
Beta – 1 Year
1.10
1.29
Beta – 3 Years
1.12
1.20
Sharpe Ratio – 1 Year
0.75
0.78
Sharpe Ratio – 3 Years
0.65
0.61
Worst Rolling Year
-17.09%
19.29%
Value at Worst Rolling Year
₹0.83 Cr
₹1.19 Cr
Deepest Drawdown
−27.12%
−32.66%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 12% · M 6% · S 81%
Number of Stocks
65
63
Portfolio P/E
51.62
62.66
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%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%