Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
2.20%
6 Months
14.27%
6.00%
1 Year
23.41%
4.90%
3 Years
16.93%
18.50%
5 Years
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Since Inception
22.21%
16.60%
Fund Age
4 yrs 3 mo
3 yrs
AUM
₹102.02 Cr
₹209.72 Cr
Alpha – 1 Year
23.76%
0.20%
Alpha – 3 Years
7.93%
6.40%
Information Ratio – 3 Years
0.60
1.16
Volatility – 1 Year
21.94%
19.79%
Volatility – 3 Years
20.42%
17.07%
Beta – 1 Year
0.82
1.06
Beta – 3 Years
0.84
1.05
Sharpe Ratio – 1 Year
0.82
0.07
Sharpe Ratio – 3 Years
0.71
0.81
Worst Rolling Year
16.27%
18.52%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−27.02%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
18.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 8% · S 74%
L 67% · M 33%
Number of Stocks
61
24
Portfolio P/E
51.57
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%