Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.43%
2.21%
6 Months
22.24%
21.04%
1 Year
21.33%
21.34%
3 Years
15.83%
19.08%
5 Years
20.63%
23.67%
Since Inception
19.53%
—
Fund Age
11 yrs
6 yrs 4 mo
AUM
₹101.92 Cr
₹364.08 Cr
Alpha – 1 Year
21.68%
21.69%
Alpha – 3 Years
6.83%
10.08%
Information Ratio – 3 Years
0.61
0.52
Volatility – 1 Year
21.87%
32.28%
Volatility – 3 Years
21.68%
28.08%
Beta – 1 Year
1.10
1.47
Beta – 3 Years
1.12
1.60
Sharpe Ratio – 1 Year
0.75
0.58
Sharpe Ratio – 3 Years
0.65
0.57
Worst Rolling Year
-17.09%
15.61%
Value at Worst Rolling Year
₹0.83 Cr
₹1.16 Cr
Deepest Drawdown
−27.12%
−31.98%
Recovery Period
148 days
457 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%