Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.43%
2.52%
6 Months
22.24%
12.02%
1 Year
21.33%
4.98%
3 Years
15.83%
—
5 Years
20.63%
—
Since Inception
19.53%
2.03%
Fund Age
11 yrs
1 yr 10 mo
AUM
₹101.92 Cr
₹167.29 Cr
Alpha – 1 Year
21.68%
0.26%
Alpha – 3 Years
6.83%
—
Information Ratio – 3 Years
0.61
—
Volatility – 1 Year
21.87%
26.96%
Volatility – 3 Years
21.68%
—
Beta – 1 Year
1.10
1.44
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.75
0.10
Sharpe Ratio – 3 Years
0.65
—
Worst Rolling Year
-17.09%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−27.12%
−22.46%
Recovery Period
148 days
Not yet recovered
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%
M 5% · S 94%
Number of Stocks
65
20
Portfolio P/E
51.62
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 1.5% / 0%