Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Sowilo Multicap Fund
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%
3.12%
6 Months
22.24%
20.18%
1 Year
21.33%
17.30%
3 Years
15.83%
18.32%
5 Years
20.63%
—
Since Inception
19.53%
21.17%
Fund Age
11 yrs
3 yrs 2 mo
AUM
₹101.92 Cr
₹171.55 Cr
Alpha – 1 Year
21.68%
12.58%
Alpha – 3 Years
6.83%
6.23%
Information Ratio – 3 Years
0.61
0.82
Volatility – 1 Year
21.87%
24.39%
Volatility – 3 Years
21.68%
21.61%
Beta – 1 Year
1.10
1.30
Beta – 3 Years
1.12
1.25
Sharpe Ratio – 1 Year
0.75
0.55
Sharpe Ratio – 3 Years
0.65
0.70
Worst Rolling Year
-17.09%
18.30%
Value at Worst Rolling Year
₹0.83 Cr
₹1.18 Cr
Deepest Drawdown
−27.12%
−26.88%
Recovery Period
148 days
487 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 4% · M 4% · S 88%
Number of Stocks
65
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%