Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Right Horizons - Perennial
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%
−0.19%
6 Months
14.27%
11.46%
1 Year
23.41%
8.21%
3 Years
16.93%
12.09%
5 Years
—
11.81%
Since Inception
22.21%
13.34%
Fund Age
4 yrs 3 mo
5 yrs 3 mo
AUM
₹102.02 Cr
₹34.29 Cr
Alpha – 1 Year
23.76%
5.23%
Alpha – 3 Years
7.93%
0.21%
Information Ratio – 3 Years
0.60
0.17
Volatility – 1 Year
21.94%
24.84%
Volatility – 3 Years
20.42%
21.42%
Beta – 1 Year
0.82
1.25
Beta – 3 Years
0.84
1.08
Sharpe Ratio – 1 Year
0.82
0.21
Sharpe Ratio – 3 Years
0.71
0.49
Worst Rolling Year
16.27%
7.11%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−27.02%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 5% · M 7% · S 69%
Number of Stocks
61
37
Portfolio P/E
51.57
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%