Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
SVAN Velocity
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%
3.40%
6 Months
14.27%
21.77%
1 Year
23.41%
16.05%
3 Years
16.93%
23.24%
5 Years
—
—
Since Inception
22.21%
24.82%
Fund Age
4 yrs 3 mo
3 yrs 1 mo
AUM
₹102.02 Cr
₹415.03 Cr
Alpha – 1 Year
23.76%
11.33%
Alpha – 3 Years
7.93%
11.15%
Information Ratio – 3 Years
0.60
0.72
Volatility – 1 Year
21.94%
25.50%
Volatility – 3 Years
20.42%
24.35%
Beta – 1 Year
0.82
1.34
Beta – 3 Years
0.84
1.27
Sharpe Ratio – 1 Year
0.82
0.50
Sharpe Ratio – 3 Years
0.71
0.77
Worst Rolling Year
16.27%
23.24%
Value at Worst Rolling Year
₹1.16 Cr
₹1.23 Cr
Deepest Drawdown
−27.02%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
24.73%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 8% · S 74%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –