Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Right Horizons - Alliance
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%
1.80%
6 Months
14.27%
2.80%
1 Year
23.41%
4.89%
3 Years
16.93%
12.23%
5 Years
—
10.64%
Since Inception
22.21%
8.93%
Fund Age
4 yrs 3 mo
12 yrs
AUM
₹102.02 Cr
₹134.76 Cr
Alpha – 1 Year
23.76%
−1.08%
Alpha – 3 Years
7.93%
1.34%
Information Ratio – 3 Years
0.60
0.07
Volatility – 1 Year
21.94%
10.79%
Volatility – 3 Years
20.42%
9.62%
Beta – 1 Year
0.82
1.04
Beta – 3 Years
0.84
1.10
Sharpe Ratio – 1 Year
0.82
-0.01
Sharpe Ratio – 3 Years
0.71
0.69
Worst Rolling Year
16.27%
0.05%
Value at Worst Rolling Year
₹1.16 Cr
₹1.00 Cr
Deepest Drawdown
−27.02%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
22.34%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 50% · M 11% · S 8%
Number of Stocks
61
33
Portfolio P/E
51.57
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –