Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Eklavya Equity
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%
−0.98%
6 Months
14.27%
4.93%
1 Year
23.41%
−0.37%
3 Years
16.93%
—
5 Years
—
—
Since Inception
22.21%
4.91%
Fund Age
4 yrs 3 mo
2 yrs 1 mo
AUM
₹102.02 Cr
₹8 Cr
Alpha – 1 Year
23.76%
−0.02%
Alpha – 3 Years
7.93%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
21.94%
12.93%
Volatility – 3 Years
20.42%
—
Beta – 1 Year
0.82
0.72
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.82
-0.38
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
16.27%
6.09%
Value at Worst Rolling Year
₹1.16 Cr
₹1.06 Cr
Deepest Drawdown
−27.02%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
6.78%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 10% · M 8% · S 74%
L 23% · M 8% · S 36%
Number of Stocks
61
30
Portfolio P/E
51.57
24.51
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 Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 2% / 0%