Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Turtle Wealth - Profit Mantra
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Bonanza Aegis
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
14.27%
9.42%
1 Year
23.41%
28.25%
3 Years
16.93%
18.47%
5 Years
—
21.31%
Since Inception
22.21%
21.69%
Fund Age
4 yrs 3 mo
5 yrs
AUM
₹102.02 Cr
₹79.02 Cr
Alpha – 1 Year
23.76%
23.53%
Alpha – 3 Years
7.93%
6.38%
Information Ratio – 3 Years
0.60
0.27
Volatility – 1 Year
21.94%
18.12%
Volatility – 3 Years
20.42%
27.25%
Beta – 1 Year
0.82
0.87
Beta – 3 Years
0.84
0.86
Sharpe Ratio – 1 Year
0.82
1.18
Sharpe Ratio – 3 Years
0.71
0.56
Worst Rolling Year
16.27%
15.67%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−27.02%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
22.34%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 10% · M 9% · S 69%
Number of Stocks
61
34
Portfolio P/E
51.57
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%