Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
SBI MF - ESG 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%
2.26%
6 Months
22.24%
18.40%
1 Year
21.33%
9.21%
3 Years
15.83%
13.13%
5 Years
20.63%
13.39%
Since Inception
19.53%
14.83%
Fund Age
11 yrs
10 yrs
AUM
₹101.92 Cr
₹666.2 Cr
Alpha – 1 Year
21.68%
9.64%
Alpha – 3 Years
6.83%
4.56%
Information Ratio – 3 Years
0.61
0.38
Volatility – 1 Year
21.87%
18.95%
Volatility – 3 Years
21.68%
16.01%
Beta – 1 Year
1.10
0.98
Beta – 3 Years
1.12
0.90
Sharpe Ratio – 1 Year
0.75
0.27
Sharpe Ratio – 3 Years
0.65
0.52
Worst Rolling Year
-17.09%
-3.31%
Value at Worst Rolling Year
₹0.83 Cr
₹0.97 Cr
Deepest Drawdown
−27.12%
−20.80%
Recovery Period
148 days
109 days
1-Year Rolling Windows Positive
79.34%
96.71%
Median Rolling Year
24.29%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 13% · M 17% · S 66%
Number of Stocks
65
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%
1% / 0% / 0%