Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
2.85%
6 Months
14.27%
22.81%
1 Year
23.41%
15.74%
3 Years
16.93%
19.34%
5 Years
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Since Inception
22.21%
24.49%
Fund Age
4 yrs 3 mo
3 yrs 3 mo
AUM
₹102.02 Cr
₹446.96 Cr
Alpha – 1 Year
23.76%
11.02%
Alpha – 3 Years
7.93%
7.25%
Information Ratio – 3 Years
0.60
0.86
Volatility – 1 Year
21.94%
23.09%
Volatility – 3 Years
20.42%
17.79%
Beta – 1 Year
0.82
1.11
Beta – 3 Years
0.84
0.93
Sharpe Ratio – 1 Year
0.82
0.51
Sharpe Ratio – 3 Years
0.71
0.79
Worst Rolling Year
16.27%
19.32%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−27.02%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 8% · S 74%
L 19% · S 80%
Number of Stocks
61
30
Portfolio P/E
51.57
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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%
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Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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