Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
22.24%
7.38%
1 Year
21.33%
6.08%
3 Years
15.83%
8.22%
5 Years
20.63%
7.99%
Since Inception
19.53%
12.63%
Fund Age
11 yrs
9 yrs 9 mo
AUM
₹101.92 Cr
₹145.75 Cr
Alpha – 1 Year
21.68%
1.36%
Alpha – 3 Years
6.83%
−3.87%
Information Ratio – 3 Years
0.61
-0.60
Volatility – 1 Year
21.87%
20.08%
Volatility – 3 Years
21.68%
16.27%
Beta – 1 Year
1.10
1.12
Beta – 3 Years
1.12
1.00
Sharpe Ratio – 1 Year
0.75
0.13
Sharpe Ratio – 3 Years
0.65
0.24
Worst Rolling Year
-17.09%
-1.76%
Value at Worst Rolling Year
₹0.83 Cr
₹0.98 Cr
Deepest Drawdown
−27.12%
−19.25%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
98.75%
Median Rolling Year
24.29%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 62% · M 20% · S 7%
Number of Stocks
65
25
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 · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%