Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
0.40%
6 Months
14.27%
4.60%
1 Year
23.41%
−5.85%
3 Years
16.93%
5.64%
5 Years
—
—
Since Inception
22.21%
−0.46%
Fund Age
4 yrs 3 mo
4 yrs 7 mo
AUM
₹102.02 Cr
₹87.75 Cr
Alpha – 1 Year
23.76%
−8.83%
Alpha – 3 Years
7.93%
−6.25%
Information Ratio – 3 Years
0.60
-0.73
Volatility – 1 Year
21.94%
16.46%
Volatility – 3 Years
20.42%
15.18%
Beta – 1 Year
0.82
0.88
Beta – 3 Years
0.84
0.84
Sharpe Ratio – 1 Year
0.82
-0.62
Sharpe Ratio – 3 Years
0.71
0.08
Worst Rolling Year
16.27%
-2.49%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−27.02%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
22.34%
5.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 8% · S 74%
M 4% · S 79%
Number of Stocks
61
—
Portfolio P/E
51.57
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%