Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Tamohara - TRUFFLE
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%
8.72%
6 Months
22.24%
28.59%
1 Year
21.33%
28.02%
3 Years
15.83%
18.67%
5 Years
20.63%
17.18%
Since Inception
19.53%
20.03%
Fund Age
11 yrs
5 yrs 4 mo
AUM
₹101.92 Cr
₹221.27 Cr
Alpha – 1 Year
21.68%
28.37%
Alpha – 3 Years
6.83%
9.68%
Information Ratio – 3 Years
0.61
0.87
Volatility – 1 Year
21.87%
22.32%
Volatility – 3 Years
21.68%
17.88%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
1.12
0.95
Sharpe Ratio – 1 Year
0.75
0.99
Sharpe Ratio – 3 Years
0.65
0.81
Worst Rolling Year
-17.09%
13.69%
Value at Worst Rolling Year
₹0.83 Cr
₹1.14 Cr
Deepest Drawdown
−27.12%
−20.50%
Recovery Period
148 days
429 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 19% · M 4% · S 74%
Number of Stocks
65
29
Portfolio P/E
51.62
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –