Portfolio Management Services (PMS)Compare Schemes
Aurum Multiplier Portfolio vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Aurum Multiplier Portfolio
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
3.22%
7.97%
6 Months
21.55%
14.27%
1 Year
12.76%
23.41%
3 Years
17.77%
16.93%
5 Years
17.56%
—
Since Inception
17.72%
22.21%
Fund Age
6 yrs 8 mo
4 yrs 3 mo
AUM
₹42.03 Cr
₹102.02 Cr
Alpha – 1 Year
8.04%
23.76%
Alpha – 3 Years
5.68%
7.93%
Information Ratio – 3 Years
0.47
0.60
Volatility – 1 Year
28.82%
21.94%
Volatility – 3 Years
20.90%
20.42%
Beta – 1 Year
1.51
0.82
Beta – 3 Years
1.13
0.84
Sharpe Ratio – 1 Year
0.37
0.82
Sharpe Ratio – 3 Years
0.64
0.71
Worst Rolling Year
11.09%
16.27%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−23.45%
−27.02%
Recovery Period
91 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.94%
22.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 10% · M 8% · S 74%
Number of Stocks
—
61
Portfolio P/E
—
51.57
Top 5 Holdings
Greaves Cotton Ltd · 0.00%
Welspun Corp Ltd · 0.00%
S J S Enterprises Ltd · 0.00%
Star Health & Allied Insurance Company Ltd · 0.00%
Welspun Corp Ltd · 0.00%
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
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%