Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
14.27%
2.75%
1 Year
23.41%
19.54%
3 Years
16.93%
16.88%
5 Years
—
17.69%
Since Inception
22.21%
15.84%
Fund Age
4 yrs 3 mo
8 yrs
AUM
₹102.02 Cr
₹335.72 Cr
Alpha – 1 Year
23.76%
19.89%
Alpha – 3 Years
7.93%
7.88%
Information Ratio – 3 Years
0.60
0.91
Volatility – 1 Year
21.94%
22.09%
Volatility – 3 Years
20.42%
17.60%
Beta – 1 Year
0.82
1.28
Beta – 3 Years
0.84
1.08
Sharpe Ratio – 1 Year
0.82
0.68
Sharpe Ratio – 3 Years
0.71
0.74
Worst Rolling Year
16.27%
9.01%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−27.02%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 57% · M 6% · S 37%
Number of Stocks
61
192
Portfolio P/E
51.57
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%