Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Bonanza - Edge
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
4.43%
6 Months
14.27%
22.24%
1 Year
23.41%
21.33%
3 Years
16.93%
15.83%
5 Years
—
20.63%
Since Inception
22.21%
19.53%
Fund Age
4 yrs 3 mo
11 yrs
AUM
₹102.02 Cr
₹101.92 Cr
Alpha – 1 Year
23.76%
21.68%
Alpha – 3 Years
7.93%
6.83%
Information Ratio – 3 Years
0.60
0.61
Volatility – 1 Year
21.94%
21.87%
Volatility – 3 Years
20.42%
21.68%
Beta – 1 Year
0.82
1.10
Beta – 3 Years
0.84
1.12
Sharpe Ratio – 1 Year
0.82
0.75
Sharpe Ratio – 3 Years
0.71
0.65
Worst Rolling Year
16.27%
-17.09%
Value at Worst Rolling Year
₹1.16 Cr
₹0.83 Cr
Deepest Drawdown
−27.02%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
22.34%
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 15% · M 12% · S 59%
Number of Stocks
61
65
Portfolio P/E
51.57
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%