Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
14.27%
7.54%
1 Year
23.41%
8.20%
3 Years
16.93%
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5 Years
—
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Since Inception
22.21%
2.83%
Fund Age
4 yrs 3 mo
14 mo
AUM
₹102.02 Cr
₹18.5 Cr
Alpha – 1 Year
23.76%
3.48%
Alpha – 3 Years
7.93%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
21.94%
18.53%
Volatility – 3 Years
20.42%
—
Beta – 1 Year
0.82
1.05
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.82
0.23
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
16.27%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−27.02%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.34%
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 8% · S 74%
L 47% · M 18% · S 29%
Number of Stocks
61
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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