Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Motilal Oswal - Mid to Mega strategy
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Bonanza Aegis
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
4.17%
6 Months
14.27%
19.62%
1 Year
23.41%
12.19%
3 Years
16.93%
23.51%
5 Years
—
13.96%
Since Inception
22.21%
23.13%
Fund Age
4 yrs 3 mo
6 yrs 7 mo
AUM
₹102.02 Cr
₹2,332.81 Cr
Alpha – 1 Year
23.76%
9.21%
Alpha – 3 Years
7.93%
11.63%
Information Ratio – 3 Years
0.60
0.83
Volatility – 1 Year
21.94%
26.11%
Volatility – 3 Years
20.42%
21.82%
Beta – 1 Year
0.82
1.32
Beta – 3 Years
0.84
1.14
Sharpe Ratio – 1 Year
0.82
0.33
Sharpe Ratio – 3 Years
0.71
0.83
Worst Rolling Year
16.27%
12.50%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−27.02%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 14% · M 33% · S 52%
Number of Stocks
61
33
Portfolio P/E
51.57
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%