Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Oro-alpha compounders
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%
2.98%
6 Months
14.27%
−0.13%
1 Year
23.41%
−2.80%
3 Years
16.93%
13.20%
5 Years
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Since Inception
22.21%
13.51%
Fund Age
4 yrs 3 mo
3 yrs 8 mo
AUM
₹102.02 Cr
₹30.6 Cr
Alpha – 1 Year
23.76%
−5.78%
Alpha – 3 Years
7.93%
1.30%
Information Ratio – 3 Years
0.60
0.16
Volatility – 1 Year
21.94%
16.62%
Volatility – 3 Years
20.42%
16.99%
Beta – 1 Year
0.82
0.93
Beta – 3 Years
0.84
1.05
Sharpe Ratio – 1 Year
0.82
-0.42
Sharpe Ratio – 3 Years
0.71
0.50
Worst Rolling Year
16.27%
13.00%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−27.02%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
17.04%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 8% · S 74%
L 44% · M 26% · S 17%
Number of Stocks
61
24
Portfolio P/E
51.57
32.10
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 · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%