Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.97%
−0.46%
6 Months
14.27%
6.77%
1 Year
23.41%
7.38%
3 Years
16.93%
9.03%
5 Years
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Since Inception
22.21%
10.29%
Fund Age
4 yrs 3 mo
4 yrs 2 mo
AUM
₹102.02 Cr
₹9.69 Cr
Alpha – 1 Year
23.76%
7.73%
Alpha – 3 Years
7.93%
0.04%
Information Ratio – 3 Years
0.60
0.09
Volatility – 1 Year
21.94%
17.08%
Volatility – 3 Years
20.42%
16.18%
Beta – 1 Year
0.82
0.95
Beta – 3 Years
0.84
1.08
Sharpe Ratio – 1 Year
0.82
0.20
Sharpe Ratio – 3 Years
0.71
0.33
Worst Rolling Year
16.27%
7.39%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−27.02%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 10% · M 8% · S 74%
L 41% · M 53%
Number of Stocks
61
22
Portfolio P/E
51.57
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –