Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
14.27%
2.17%
1 Year
23.41%
7.07%
3 Years
16.93%
15.12%
5 Years
—
—
Since Inception
22.21%
19.80%
Fund Age
4 yrs 3 mo
7 yrs 3 mo
AUM
₹102.02 Cr
₹7.19 Cr
Alpha – 1 Year
23.76%
7.50%
Alpha – 3 Years
7.93%
6.56%
Information Ratio – 3 Years
0.60
1.22
Volatility – 1 Year
21.94%
19.38%
Volatility – 3 Years
20.42%
16.31%
Beta – 1 Year
0.82
1.18
Beta – 3 Years
0.84
1.13
Sharpe Ratio – 1 Year
0.82
0.17
Sharpe Ratio – 3 Years
0.71
0.62
Worst Rolling Year
16.27%
14.31%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−27.02%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 8% · S 74%
L 73% · M 25%
Number of Stocks
61
100
Portfolio P/E
51.57
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / –