Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Bonanza - Edge
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
12.27%
6 Months
22.24%
−1.13%
1 Year
21.33%
6.59%
3 Years
15.83%
20.44%
5 Years
20.63%
16.17%
Since Inception
19.53%
13.07%
Fund Age
11 yrs
15 yrs 3 mo
AUM
₹101.92 Cr
—
Alpha – 1 Year
21.68%
6.87%
Alpha – 3 Years
6.83%
9.23%
Information Ratio – 3 Years
0.61
1.61
Volatility – 1 Year
21.87%
20.58%
Volatility – 3 Years
21.68%
16.59%
Beta – 1 Year
1.10
1.21
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.75
0.15
Sharpe Ratio – 3 Years
0.65
0.90
Worst Rolling Year
-17.09%
13.98%
Value at Worst Rolling Year
₹0.83 Cr
₹1.14 Cr
Deepest Drawdown
−27.12%
−16.19%
Recovery Period
148 days
122 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 73% · M 20% · S 7%
Number of Stocks
65
23
Portfolio P/E
51.62
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1.5% / 1% / 0.5%