Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.97%
−0.96%
6 Months
14.27%
−5.85%
1 Year
23.41%
1.08%
3 Years
16.93%
1.92%
5 Years
—
1.54%
Since Inception
22.21%
4.73%
Fund Age
4 yrs 3 mo
9 yrs 11 mo
AUM
₹102.02 Cr
₹4.85 Cr
Alpha – 1 Year
23.76%
−8.50%
Alpha – 3 Years
7.93%
−7.97%
Information Ratio – 3 Years
0.60
—
Volatility – 1 Year
21.94%
9.90%
Volatility – 3 Years
20.42%
26.17%
Beta – 1 Year
0.82
—
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.82
-0.53
Sharpe Ratio – 3 Years
0.71
0.01
Worst Rolling Year
16.27%
2.80%
Value at Worst Rolling Year
₹1.16 Cr
₹1.03 Cr
Deepest Drawdown
−27.02%
−28.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
12.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
—
Number of Stocks
61
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%