Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
7.67%
6 Months
22.24%
27.70%
1 Year
21.33%
47.52%
3 Years
15.83%
23.98%
5 Years
20.63%
15.87%
Since Inception
19.53%
18.55%
Fund Age
11 yrs
16 yrs 2 mo
AUM
₹101.92 Cr
₹1,022.92 Cr
Alpha – 1 Year
21.68%
42.80%
Alpha – 3 Years
6.83%
11.89%
Information Ratio – 3 Years
0.61
1.12
Volatility – 1 Year
21.87%
28.29%
Volatility – 3 Years
21.68%
20.76%
Beta – 1 Year
1.10
1.36
Beta – 3 Years
1.12
1.07
Sharpe Ratio – 1 Year
0.75
1.33
Sharpe Ratio – 3 Years
0.65
0.99
Worst Rolling Year
-17.09%
-4.58%
Value at Worst Rolling Year
₹0.83 Cr
₹0.95 Cr
Deepest Drawdown
−27.12%
−19.51%
Recovery Period
148 days
115 days
1-Year Rolling Windows Positive
79.34%
97.86%
Median Rolling Year
24.29%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 22% · M 32% · S 42%
Number of Stocks
65
26
Portfolio P/E
51.62
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%