Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Systamatix - Dynamic Investment
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%
7.60%
6 Months
22.24%
26.61%
1 Year
21.33%
33.69%
3 Years
15.83%
25.74%
5 Years
20.63%
21.83%
Since Inception
19.53%
—
Fund Age
11 yrs
8 yrs 4 mo
AUM
₹101.92 Cr
₹158.52 Cr
Alpha – 1 Year
21.68%
29.93%
Alpha – 3 Years
6.83%
14.85%
Information Ratio – 3 Years
0.61
1.52
Volatility – 1 Year
21.87%
19.82%
Volatility – 3 Years
21.68%
19.44%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.75
1.29
Sharpe Ratio – 3 Years
0.65
1.16
Worst Rolling Year
-17.09%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−27.12%
—
Recovery Period
148 days
—
1-Year Rolling Windows Positive
79.34%
—
Median Rolling Year
24.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 15% · M 12% · S 59%
L 31% · M 28% · S 38%
Number of Stocks
65
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
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%
2% / 0% / 0%