Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.43%
9.87%
6 Months
22.24%
46.37%
1 Year
21.33%
29.61%
3 Years
15.83%
24.62%
5 Years
20.63%
—
Since Inception
19.53%
39.89%
Fund Age
11 yrs
20 mo
AUM
₹101.92 Cr
₹147.17 Cr
Alpha – 1 Year
21.68%
24.89%
Alpha – 3 Years
6.83%
12.53%
Information Ratio – 3 Years
0.61
—
Volatility – 1 Year
21.87%
25.97%
Volatility – 3 Years
21.68%
29.84%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
1.12
—
Sharpe Ratio – 1 Year
0.75
0.92
Sharpe Ratio – 3 Years
0.65
1.29
Worst Rolling Year
-17.09%
—
Value at Worst Rolling Year
₹0.83 Cr
—
Deepest Drawdown
−27.12%
−21.24%
Recovery Period
148 days
58 days
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%
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%