Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
1.81%
6 Months
22.24%
1.04%
1 Year
21.33%
0.26%
3 Years
15.83%
5.24%
5 Years
20.63%
—
Since Inception
19.53%
8.72%
Fund Age
11 yrs
3 yrs 3 mo
AUM
₹101.92 Cr
₹10.49 Cr
Alpha – 1 Year
21.68%
−5.71%
Alpha – 3 Years
6.83%
−5.66%
Information Ratio – 3 Years
0.61
-0.42
Volatility – 1 Year
21.87%
12.03%
Volatility – 3 Years
21.68%
9.92%
Beta – 1 Year
1.10
1.11
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.75
-0.37
Sharpe Ratio – 3 Years
0.65
0.02
Worst Rolling Year
-17.09%
4.93%
Value at Worst Rolling Year
₹0.83 Cr
₹1.05 Cr
Deepest Drawdown
−27.12%
−12.18%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
6.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
—
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%
—
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%