Portfolio Management Services (PMS)Compare Schemes
Bonanza Aegis vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Bonanza Aegis
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
14.27%
13.10%
1 Year
23.41%
18.11%
3 Years
16.93%
14.56%
5 Years
—
8.71%
Since Inception
22.21%
13.67%
Fund Age
4 yrs 3 mo
11 yrs 2 mo
AUM
₹102.02 Cr
₹138.06 Cr
Alpha – 1 Year
23.76%
18.46%
Alpha – 3 Years
7.93%
5.57%
Information Ratio – 3 Years
0.60
0.62
Volatility – 1 Year
21.94%
22.83%
Volatility – 3 Years
20.42%
16.72%
Beta – 1 Year
0.82
1.29
Beta – 3 Years
0.84
1.00
Sharpe Ratio – 1 Year
0.82
0.61
Sharpe Ratio – 3 Years
0.71
0.55
Worst Rolling Year
16.27%
-8.44%
Value at Worst Rolling Year
₹1.16 Cr
₹0.92 Cr
Deepest Drawdown
−27.02%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
22.34%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 10% · M 8% · S 74%
L 38% · M 14% · S 45%
Number of Stocks
61
18
Portfolio P/E
51.57
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%