Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
1.47%
6 Months
22.24%
5.42%
1 Year
21.33%
9.64%
3 Years
15.83%
10.36%
5 Years
20.63%
7.75%
Since Inception
19.53%
11.08%
Fund Age
11 yrs
9 yrs 11 mo
AUM
₹101.92 Cr
₹66.05 Cr
Alpha – 1 Year
21.68%
9.99%
Alpha – 3 Years
6.83%
1.36%
Information Ratio – 3 Years
0.61
0.51
Volatility – 1 Year
21.87%
17.05%
Volatility – 3 Years
21.68%
14.23%
Beta – 1 Year
1.10
1.05
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.75
0.31
Sharpe Ratio – 3 Years
0.65
0.40
Worst Rolling Year
-17.09%
0.57%
Value at Worst Rolling Year
₹0.83 Cr
₹1.01 Cr
Deepest Drawdown
−27.12%
−17.08%
Recovery Period
148 days
233 days
1-Year Rolling Windows Positive
79.34%
99.96%
Median Rolling Year
24.29%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 84% · M 12%
Number of Stocks
65
23
Portfolio P/E
51.62
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—