Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Renaissance - Indianext Portfolio
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%
2.69%
6 Months
14.27%
5.24%
1 Year
23.41%
2.85%
3 Years
16.93%
13.52%
5 Years
—
17.79%
Since Inception
22.21%
13.89%
Fund Age
4 yrs 3 mo
8 yrs 4 mo
AUM
₹102.02 Cr
₹921.15 Cr
Alpha – 1 Year
23.76%
−1.87%
Alpha – 3 Years
7.93%
1.43%
Information Ratio – 3 Years
0.60
0.23
Volatility – 1 Year
21.94%
18.02%
Volatility – 3 Years
20.42%
16.70%
Beta – 1 Year
0.82
0.99
Beta – 3 Years
0.84
0.99
Sharpe Ratio – 1 Year
0.82
-0.03
Sharpe Ratio – 3 Years
0.71
0.54
Worst Rolling Year
16.27%
-0.29%
Value at Worst Rolling Year
₹1.16 Cr
₹1.00 Cr
Deepest Drawdown
−27.02%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
22.34%
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 34% · M 28% · S 35%
Number of Stocks
61
35
Portfolio P/E
51.57
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%