Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Invesco - Challengers
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%
1.41%
6 Months
14.27%
13.18%
1 Year
23.41%
2.91%
3 Years
16.93%
14.27%
5 Years
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Since Inception
22.21%
11.83%
Fund Age
4 yrs 3 mo
4 yrs 11 mo
AUM
₹102.02 Cr
₹31.01 Cr
Alpha – 1 Year
23.76%
−1.81%
Alpha – 3 Years
7.93%
2.18%
Information Ratio – 3 Years
0.60
0.24
Volatility – 1 Year
21.94%
18.67%
Volatility – 3 Years
20.42%
17.11%
Beta – 1 Year
0.82
0.97
Beta – 3 Years
0.84
0.95
Sharpe Ratio – 1 Year
0.82
-0.04
Sharpe Ratio – 3 Years
0.71
0.56
Worst Rolling Year
16.27%
12.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−27.02%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 8% · S 74%
L 37% · M 30% · S 33%
Number of Stocks
61
26
Portfolio P/E
51.57
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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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