Portfolio Management Services (PMS)Compare Schemes
Ambit-Alpha Growth vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Ambit-Alpha Growth
Bonanza Aegis
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.10%
7.97%
6 Months
12.88%
14.27%
1 Year
−0.84%
23.41%
3 Years
15.76%
16.93%
5 Years
16.23%
—
Since Inception
21.25%
22.21%
Fund Age
5 yrs 6 mo
4 yrs 3 mo
AUM
₹529.7 Cr
₹102.02 Cr
Alpha – 1 Year
−0.41%
23.76%
Alpha – 3 Years
7.19%
7.93%
Information Ratio – 3 Years
0.42
0.60
Volatility – 1 Year
20.62%
21.94%
Volatility – 3 Years
22.08%
20.42%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
0.96
0.84
Sharpe Ratio – 1 Year
-0.21
0.82
Sharpe Ratio – 3 Years
0.56
0.71
Worst Rolling Year
15.76%
16.27%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−33.96%
−27.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.75%
22.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 7% · S 82%
L 10% · M 8% · S 74%
Number of Stocks
91
61
Portfolio P/E
30.00
51.57
Top 5 Holdings
Cash & Cash Equivalent · 4.80%
Senores Pharmaceuticals Ltd · 4.67%
Ujjivan Small Finance Bank Ltd · 3.95%
Supriya Lifescience Ltd · 3.82%
Bajaj Auto Ltd · 3.48%
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 · 25.93%
Healthcare · 16.77%
Capital Goods · 11.20%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%