Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
4.52%
6 Months
14.27%
24.02%
1 Year
23.41%
36.06%
3 Years
16.93%
24.43%
5 Years
—
16.10%
Since Inception
22.21%
15.98%
Fund Age
4 yrs 3 mo
14 yrs 10 mo
AUM
₹102.02 Cr
₹214.08 Cr
Alpha – 1 Year
23.76%
31.34%
Alpha – 3 Years
7.93%
12.34%
Information Ratio – 3 Years
0.60
1.07
Volatility – 1 Year
21.94%
26.85%
Volatility – 3 Years
20.42%
19.70%
Beta – 1 Year
0.82
1.34
Beta – 3 Years
0.84
1.03
Sharpe Ratio – 1 Year
0.82
1.08
Sharpe Ratio – 3 Years
0.71
0.96
Worst Rolling Year
16.27%
-9.81%
Value at Worst Rolling Year
₹1.16 Cr
₹0.90 Cr
Deepest Drawdown
−27.02%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
22.34%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 40% · M 33% · S 24%
Number of Stocks
61
31
Portfolio P/E
51.57
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%