Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
1.47%
6 Months
14.27%
5.42%
1 Year
23.41%
9.64%
3 Years
16.93%
10.36%
5 Years
—
7.75%
Since Inception
22.21%
11.08%
Fund Age
4 yrs 3 mo
9 yrs 11 mo
AUM
₹102.02 Cr
₹66.05 Cr
Alpha – 1 Year
23.76%
9.99%
Alpha – 3 Years
7.93%
1.36%
Information Ratio – 3 Years
0.60
0.51
Volatility – 1 Year
21.94%
17.05%
Volatility – 3 Years
20.42%
14.23%
Beta – 1 Year
0.82
1.05
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
0.82
0.31
Sharpe Ratio – 3 Years
0.71
0.40
Worst Rolling Year
16.27%
0.57%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
−27.02%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
22.34%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 84% · M 12%
Number of Stocks
61
23
Portfolio P/E
51.57
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—