Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
1.73%
6 Months
14.27%
2.87%
1 Year
23.41%
8.13%
3 Years
16.93%
16.18%
5 Years
—
18.39%
Since Inception
22.21%
20.76%
Fund Age
4 yrs 3 mo
10 yrs
AUM
₹102.02 Cr
₹12,257.23 Cr
Alpha – 1 Year
23.76%
5.15%
Alpha – 3 Years
7.93%
4.29%
Information Ratio – 3 Years
0.60
0.41
Volatility – 1 Year
21.94%
17.45%
Volatility – 3 Years
20.42%
14.35%
Beta – 1 Year
0.82
0.98
Beta – 3 Years
0.84
0.87
Sharpe Ratio – 1 Year
0.82
0.22
Sharpe Ratio – 3 Years
0.71
0.68
Worst Rolling Year
16.27%
-5.58%
Value at Worst Rolling Year
₹1.16 Cr
₹0.94 Cr
Deepest Drawdown
−27.02%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
22.34%
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 55% · M 21% · S 12%
Number of Stocks
61
40
Portfolio P/E
51.57
24.82
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%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%