Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
SVAN Velocity
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%
3.40%
6 Months
22.24%
21.77%
1 Year
21.33%
16.05%
3 Years
15.83%
23.24%
5 Years
20.63%
—
Since Inception
19.53%
24.82%
Fund Age
11 yrs
3 yrs 1 mo
AUM
₹101.92 Cr
₹415.03 Cr
Alpha – 1 Year
21.68%
11.33%
Alpha – 3 Years
6.83%
11.15%
Information Ratio – 3 Years
0.61
0.72
Volatility – 1 Year
21.87%
25.50%
Volatility – 3 Years
21.68%
24.35%
Beta – 1 Year
1.10
1.34
Beta – 3 Years
1.12
1.27
Sharpe Ratio – 1 Year
0.75
0.50
Sharpe Ratio – 3 Years
0.65
0.77
Worst Rolling Year
-17.09%
23.24%
Value at Worst Rolling Year
₹0.83 Cr
₹1.23 Cr
Deepest Drawdown
−27.12%
−25.33%
Recovery Period
148 days
104 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
M 2% · S 95%
Number of Stocks
65
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –