Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
MASK Prime Picks
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%
1.74%
6 Months
14.27%
3.03%
1 Year
23.41%
3.99%
3 Years
16.93%
8.85%
5 Years
—
8.35%
Since Inception
22.21%
10.50%
Fund Age
4 yrs 3 mo
8 yrs 2 mo
AUM
₹102.02 Cr
₹274.26 Cr
Alpha – 1 Year
23.76%
−0.73%
Alpha – 3 Years
7.93%
−3.23%
Information Ratio – 3 Years
0.60
-0.72
Volatility – 1 Year
21.94%
15.72%
Volatility – 3 Years
20.42%
15.15%
Beta – 1 Year
0.82
0.89
Beta – 3 Years
0.84
0.94
Sharpe Ratio – 1 Year
0.82
-0.08
Sharpe Ratio – 3 Years
0.71
0.27
Worst Rolling Year
16.27%
7.13%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−27.02%
−20.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
15.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 48% · M 27% · S 18%
Number of Stocks
61
40
Portfolio P/E
51.57
30.14
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 · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%