Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Bonanza Aegis
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
7.97%
6 Months
−2.30%
14.27%
1 Year
1.68%
23.41%
3 Years
13.91%
16.93%
5 Years
—
—
Since Inception
14.05%
22.21%
Fund Age
3 yrs 10 mo
4 yrs 3 mo
AUM
₹53.78 Cr
₹102.02 Cr
Alpha – 1 Year
−3.04%
23.76%
Alpha – 3 Years
1.82%
7.93%
Information Ratio – 3 Years
0.34
0.60
Volatility – 1 Year
15.80%
21.94%
Volatility – 3 Years
15.64%
20.42%
Beta – 1 Year
0.86
0.82
Beta – 3 Years
0.97
0.84
Sharpe Ratio – 1 Year
-0.15
0.82
Sharpe Ratio – 3 Years
0.71
0.71
Worst Rolling Year
15.78%
16.27%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−18.40%
−27.02%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
22.34%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 10% · M 8% · S 74%
Number of Stocks
—
61
Portfolio P/E
—
51.57
Top 5 Holdings
—
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%