Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
14.27%
8.08%
1 Year
23.41%
10.16%
3 Years
16.93%
15.60%
5 Years
—
—
Since Inception
22.21%
19.84%
Fund Age
4 yrs 3 mo
6 yrs 11 mo
AUM
₹102.02 Cr
₹3.18 Cr
Alpha – 1 Year
23.76%
7.18%
Alpha – 3 Years
7.93%
3.72%
Information Ratio – 3 Years
0.60
0.60
Volatility – 1 Year
21.94%
19.93%
Volatility – 3 Years
20.42%
18.09%
Beta – 1 Year
0.82
1.12
Beta – 3 Years
0.84
1.14
Sharpe Ratio – 1 Year
0.82
0.31
Sharpe Ratio – 3 Years
0.71
0.60
Worst Rolling Year
16.27%
14.68%
Value at Worst Rolling Year
₹1.16 Cr
₹1.15 Cr
Deepest Drawdown
−27.02%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 8% · S 74%
L 31% · M 55% · S 12%
Number of Stocks
61
29
Portfolio P/E
51.57
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –