Portfolio Management Services (PMS)Compare Schemes
Bonanza - Edge vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza - Edge
White Oak India Select Equity 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%
4.84%
6 Months
22.24%
7.61%
1 Year
21.33%
−0.76%
3 Years
15.83%
11.28%
5 Years
20.63%
9.58%
Since Inception
19.53%
11.67%
Fund Age
11 yrs
7 yrs 11 mo
AUM
₹101.92 Cr
₹12.5 Cr
Alpha – 1 Year
21.68%
−3.74%
Alpha – 3 Years
6.83%
−0.61%
Information Ratio – 3 Years
0.61
-0.06
Volatility – 1 Year
21.87%
20.02%
Volatility – 3 Years
21.68%
16.21%
Beta – 1 Year
1.10
1.05
Beta – 3 Years
1.12
0.91
Sharpe Ratio – 1 Year
0.75
-0.22
Sharpe Ratio – 3 Years
0.65
0.41
Worst Rolling Year
-17.09%
8.66%
Value at Worst Rolling Year
₹0.83 Cr
₹1.09 Cr
Deepest Drawdown
−27.12%
−24.66%
Recovery Period
148 days
Not yet recovered
1-Year Rolling Windows Positive
79.34%
100.00%
Median Rolling Year
24.29%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 15% · M 12% · S 59%
L 36% · M 30% · S 35%
Number of Stocks
65
15
Portfolio P/E
51.62
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%