Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Motilal Oswal-Founders
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%
0.25%
6 Months
14.27%
15.19%
1 Year
23.41%
3.21%
3 Years
16.93%
19.65%
5 Years
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Since Inception
22.21%
25.09%
Fund Age
4 yrs 3 mo
3 yrs 5 mo
AUM
₹102.02 Cr
₹4,148.34 Cr
Alpha – 1 Year
23.76%
0.23%
Alpha – 3 Years
7.93%
7.77%
Information Ratio – 3 Years
0.60
0.62
Volatility – 1 Year
21.94%
21.54%
Volatility – 3 Years
20.42%
22.15%
Beta – 1 Year
0.82
1.06
Beta – 3 Years
0.84
1.15
Sharpe Ratio – 1 Year
0.82
-0.01
Sharpe Ratio – 3 Years
0.71
0.68
Worst Rolling Year
16.27%
19.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−27.02%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 8% · S 74%
L 26% · M 35% · S 37%
Number of Stocks
61
26
Portfolio P/E
51.57
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%