Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
SMC Global - Growth
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%
5.80%
6 Months
22.24%
20.03%
1 Year
21.33%
17.27%
3 Years
15.83%
12.81%
5 Years
20.63%
11.98%
Since Inception
19.53%
14.70%
Fund Age
11 yrs
6 yrs 10 mo
AUM
₹101.92 Cr
₹201.68 Cr
Alpha – 1 Year
21.68%
12.55%
Alpha – 3 Years
6.83%
0.73%
Information Ratio – 3 Years
0.61
0.15
Volatility – 1 Year
21.87%
22.73%
Volatility – 3 Years
21.68%
20.11%
Beta – 1 Year
1.10
1.17
Beta – 3 Years
1.12
1.13
Sharpe Ratio – 1 Year
0.75
0.58
Sharpe Ratio – 3 Years
0.65
0.44
Worst Rolling Year
-17.09%
7.98%
Value at Worst Rolling Year
₹0.83 Cr
₹1.08 Cr
Deepest Drawdown
−27.12%
−25.65%
Recovery Period
148 days
520 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 38% · M 4% · S 49%
Number of Stocks
65
24
Portfolio P/E
51.62
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%