Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Turtle Wealth -Wealth Mantra
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%
4.93%
6 Months
22.24%
2.72%
1 Year
21.33%
22.88%
3 Years
15.83%
20.47%
5 Years
20.63%
15.12%
Since Inception
19.53%
17.02%
Fund Age
11 yrs
6 yrs 11 mo
AUM
₹101.92 Cr
₹261.05 Cr
Alpha – 1 Year
21.68%
18.16%
Alpha – 3 Years
6.83%
8.38%
Information Ratio – 3 Years
0.61
0.98
Volatility – 1 Year
21.87%
17.62%
Volatility – 3 Years
21.68%
15.64%
Beta – 1 Year
1.10
0.83
Beta – 3 Years
1.12
0.87
Sharpe Ratio – 1 Year
0.75
0.97
Sharpe Ratio – 3 Years
0.65
0.94
Worst Rolling Year
-17.09%
7.22%
Value at Worst Rolling Year
₹0.83 Cr
₹1.07 Cr
Deepest Drawdown
−27.12%
−19.96%
Recovery Period
148 days
189 days
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 28% · M 19% · S 43%
Number of Stocks
65
18
Portfolio P/E
51.62
63.91
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%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%