Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
7.97%
6 Months
21.51%
14.27%
1 Year
15.87%
23.41%
3 Years
14.38%
16.93%
5 Years
17.96%
—
Since Inception
16.82%
22.21%
Fund Age
8 yrs 9 mo
4 yrs 3 mo
AUM
₹1,503.25 Cr
₹102.02 Cr
Alpha – 1 Year
11.15%
23.76%
Alpha – 3 Years
2.29%
7.93%
Information Ratio – 3 Years
0.39
0.60
Volatility – 1 Year
27.51%
21.94%
Volatility – 3 Years
22.70%
20.42%
Beta – 1 Year
1.48
0.82
Beta – 3 Years
1.25
0.84
Sharpe Ratio – 1 Year
0.47
0.82
Sharpe Ratio – 3 Years
0.50
0.71
Worst Rolling Year
1.64%
16.27%
Value at Worst Rolling Year
₹1.02 Cr
₹1.16 Cr
Deepest Drawdown
−24.39%
−27.02%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
22.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 10% · M 8% · S 74%
Number of Stocks
17
61
Portfolio P/E
—
51.57
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%