Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
7.97%
2.21%
6 Months
14.27%
21.04%
1 Year
23.41%
21.34%
3 Years
16.93%
19.08%
5 Years
—
23.67%
Since Inception
22.21%
—
Fund Age
4 yrs 3 mo
6 yrs 4 mo
AUM
₹102.02 Cr
₹364.08 Cr
Alpha – 1 Year
23.76%
21.69%
Alpha – 3 Years
7.93%
10.08%
Information Ratio – 3 Years
0.60
0.52
Volatility – 1 Year
21.94%
32.28%
Volatility – 3 Years
20.42%
28.08%
Beta – 1 Year
0.82
1.47
Beta – 3 Years
0.84
1.60
Sharpe Ratio – 1 Year
0.82
0.58
Sharpe Ratio – 3 Years
0.71
0.57
Worst Rolling Year
16.27%
15.61%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−27.02%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%