Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
−0.04%
6 Months
14.27%
0.28%
1 Year
23.41%
2.14%
3 Years
16.93%
10.02%
5 Years
—
13.15%
Since Inception
22.21%
11.46%
Fund Age
4 yrs 3 mo
8 yrs 7 mo
AUM
₹102.02 Cr
₹585.94 Cr
Alpha – 1 Year
23.76%
2.49%
Alpha – 3 Years
7.93%
1.02%
Information Ratio – 3 Years
0.60
0.18
Volatility – 1 Year
21.94%
16.38%
Volatility – 3 Years
20.42%
14.42%
Beta – 1 Year
0.82
1.00
Beta – 3 Years
0.84
0.96
Sharpe Ratio – 1 Year
0.82
-0.13
Sharpe Ratio – 3 Years
0.71
0.38
Worst Rolling Year
16.27%
3.37%
Value at Worst Rolling Year
₹1.16 Cr
₹1.03 Cr
Deepest Drawdown
−27.02%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 65% · M 26% · S 8%
Number of Stocks
61
31
Portfolio P/E
51.57
22.71
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 · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%