Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Bonanza Aegis
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
7.97%
6 Months
3.88%
14.27%
1 Year
−7.98%
23.41%
3 Years
11.06%
16.93%
5 Years
10.06%
—
Since Inception
11.56%
22.21%
Fund Age
5 yrs 3 mo
4 yrs 3 mo
AUM
₹106.37 Cr
₹102.02 Cr
Alpha – 1 Year
−10.96%
23.76%
Alpha – 3 Years
−0.82%
7.93%
Information Ratio – 3 Years
0.00
0.60
Volatility – 1 Year
16.00%
21.94%
Volatility – 3 Years
17.59%
20.42%
Beta – 1 Year
0.79
0.82
Beta – 3 Years
0.97
0.84
Sharpe Ratio – 1 Year
-0.78
0.82
Sharpe Ratio – 3 Years
0.42
0.71
Worst Rolling Year
—
16.27%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−27.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 10% · M 8% · S 74%
Number of Stocks
—
61
Portfolio P/E
—
51.57
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
—
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%