Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
22.24%
9.93%
1 Year
21.33%
7.49%
3 Years
15.83%
9.34%
5 Years
20.63%
—
Since Inception
19.53%
11.87%
Fund Age
11 yrs
4 yrs 7 mo
AUM
₹101.92 Cr
₹1,953.44 Cr
Alpha – 1 Year
21.68%
2.77%
Alpha – 3 Years
6.83%
−2.75%
Information Ratio – 3 Years
0.61
-0.26
Volatility – 1 Year
21.87%
19.15%
Volatility – 3 Years
21.68%
16.91%
Beta – 1 Year
1.10
1.06
Beta – 3 Years
1.12
1.03
Sharpe Ratio – 1 Year
0.75
0.19
Sharpe Ratio – 3 Years
0.65
0.30
Worst Rolling Year
-17.09%
8.22%
Value at Worst Rolling Year
₹0.83 Cr
₹1.08 Cr
Deepest Drawdown
−27.12%
−20.91%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
12.78%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 15% · M 12% · S 59%
L 17% · M 8% · S 75%
Number of Stocks
65
—
Portfolio P/E
51.62
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
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%
—