Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
IFM Largecap 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%
−0.16%
6 Months
14.27%
−3.46%
1 Year
23.41%
−0.34%
3 Years
16.93%
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5 Years
—
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Since Inception
22.21%
−3.49%
Fund Age
4 yrs 3 mo
14 mo
AUM
₹102.02 Cr
₹116.7 Cr
Alpha – 1 Year
23.76%
0.01%
Alpha – 3 Years
7.93%
—
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
21.94%
17.33%
Volatility – 3 Years
20.42%
—
Beta – 1 Year
0.82
1.08
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.82
-0.24
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
16.27%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−27.02%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
61
26
Portfolio P/E
51.57
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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