Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
14.27%
10.94%
1 Year
23.41%
1.03%
3 Years
16.93%
11.45%
5 Years
—
15.19%
Since Inception
22.21%
27.03%
Fund Age
4 yrs 3 mo
5 yrs 11 mo
AUM
₹102.02 Cr
₹298.71 Cr
Alpha – 1 Year
23.76%
−3.69%
Alpha – 3 Years
7.93%
−0.64%
Information Ratio – 3 Years
0.60
-0.04
Volatility – 1 Year
21.94%
27.68%
Volatility – 3 Years
20.42%
23.40%
Beta – 1 Year
0.82
1.45
Beta – 3 Years
0.84
1.22
Sharpe Ratio – 1 Year
0.82
-0.03
Sharpe Ratio – 3 Years
0.71
0.35
Worst Rolling Year
16.27%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−27.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
22.34%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 10% · M 8% · S 74%
L 2% · M 2% · S 86%
Number of Stocks
61
36
Portfolio P/E
51.57
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%