Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Right Horizons - Flexi Cap
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%
4.94%
6 Months
14.27%
11.49%
1 Year
23.41%
3.89%
3 Years
16.93%
8.19%
5 Years
—
11.02%
Since Inception
22.21%
10.97%
Fund Age
4 yrs 3 mo
13 yrs 8 mo
AUM
₹102.02 Cr
₹360.51 Cr
Alpha – 1 Year
23.76%
0.91%
Alpha – 3 Years
7.93%
−3.69%
Information Ratio – 3 Years
0.60
-0.18
Volatility – 1 Year
21.94%
23.04%
Volatility – 3 Years
20.42%
19.34%
Beta – 1 Year
0.82
1.26
Beta – 3 Years
0.84
1.17
Sharpe Ratio – 1 Year
0.82
0.04
Sharpe Ratio – 3 Years
0.71
0.30
Worst Rolling Year
16.27%
-8.10%
Value at Worst Rolling Year
₹1.16 Cr
₹0.92 Cr
Deepest Drawdown
−27.02%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
22.34%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 38% · M 28% · S 33%
Number of Stocks
61
29
Portfolio P/E
51.57
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%