Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Magadh - Future Stars
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%
3.10%
6 Months
14.27%
4.24%
1 Year
23.41%
17.00%
3 Years
16.93%
21.79%
5 Years
—
20.77%
Since Inception
22.21%
20.65%
Fund Age
4 yrs 3 mo
5 yrs
AUM
₹102.02 Cr
₹88.27 Cr
Alpha – 1 Year
23.76%
12.28%
Alpha – 3 Years
7.93%
9.70%
Information Ratio – 3 Years
0.60
1.38
Volatility – 1 Year
21.94%
20.96%
Volatility – 3 Years
20.42%
18.52%
Beta – 1 Year
0.82
1.12
Beta – 3 Years
0.84
1.04
Sharpe Ratio – 1 Year
0.82
0.60
Sharpe Ratio – 3 Years
0.71
1.04
Worst Rolling Year
16.27%
21.72%
Value at Worst Rolling Year
₹1.16 Cr
₹1.22 Cr
Deepest Drawdown
−27.02%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 19% · M 45% · S 35%
Number of Stocks
61
25
Portfolio P/E
51.57
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0.5% / 0% / 0%