Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Bonanza Aegis
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
7.97%
6 Months
20.36%
14.27%
1 Year
18.14%
23.41%
3 Years
21.64%
16.93%
5 Years
16.27%
—
Since Inception
19.97%
22.21%
Fund Age
17 yrs 8 mo
4 yrs 3 mo
AUM
₹5,014.26 Cr
₹102.02 Cr
Alpha – 1 Year
13.42%
23.76%
Alpha – 3 Years
9.55%
7.93%
Information Ratio – 3 Years
0.97
0.60
Volatility – 1 Year
21.97%
21.94%
Volatility – 3 Years
19.06%
20.42%
Beta – 1 Year
1.13
0.82
Beta – 3 Years
1.07
0.84
Sharpe Ratio – 1 Year
0.62
0.82
Sharpe Ratio – 3 Years
0.85
0.71
Worst Rolling Year
-6.02%
16.27%
Value at Worst Rolling Year
₹0.94 Cr
₹1.16 Cr
Deepest Drawdown
−24.55%
−27.02%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
22.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 30%
L 10% · M 8% · S 74%
Number of Stocks
97
61
Portfolio P/E
63.07
51.57
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
Cash & Cash Equivalent · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%