Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Solidarity Advisors - Prudence
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%
8.45%
6 Months
22.24%
29.49%
1 Year
21.33%
37.09%
3 Years
15.83%
18.49%
5 Years
20.63%
12.39%
Since Inception
19.53%
18.64%
Fund Age
11 yrs
10 yrs 3 mo
AUM
₹101.92 Cr
₹1,760.35 Cr
Alpha – 1 Year
21.68%
32.37%
Alpha – 3 Years
6.83%
6.40%
Information Ratio – 3 Years
0.61
0.52
Volatility – 1 Year
21.87%
25.02%
Volatility – 3 Years
21.68%
18.27%
Beta – 1 Year
1.10
1.22
Beta – 3 Years
1.12
0.89
Sharpe Ratio – 1 Year
0.75
1.18
Sharpe Ratio – 3 Years
0.65
0.74
Worst Rolling Year
-17.09%
-0.28%
Value at Worst Rolling Year
₹0.83 Cr
₹1.00 Cr
Deepest Drawdown
−27.12%
−13.15%
Recovery Period
148 days
44 days
1-Year Rolling Windows Positive
79.34%
99.89%
Median Rolling Year
24.29%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 11% · S 71%
Number of Stocks
65
13
Portfolio P/E
51.62
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%