Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
3.93%
6 Months
22.24%
25.32%
1 Year
21.33%
18.21%
3 Years
15.83%
32.70%
5 Years
20.63%
23.63%
Since Inception
19.53%
28.38%
Fund Age
11 yrs
7 yrs 10 mo
AUM
₹101.92 Cr
₹8,686.39 Cr
Alpha – 1 Year
21.68%
13.49%
Alpha – 3 Years
6.83%
20.61%
Information Ratio – 3 Years
0.61
1.92
Volatility – 1 Year
21.87%
22.97%
Volatility – 3 Years
21.68%
19.40%
Beta – 1 Year
1.10
1.12
Beta – 3 Years
1.12
0.98
Sharpe Ratio – 1 Year
0.75
0.61
Sharpe Ratio – 3 Years
0.65
1.30
Worst Rolling Year
-17.09%
17.00%
Value at Worst Rolling Year
₹0.83 Cr
₹1.17 Cr
Deepest Drawdown
−27.12%
−22.23%
Recovery Period
148 days
227 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 37% · M 30% · S 25%
Number of Stocks
65
43
Portfolio P/E
51.62
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%