Bonanza Aegis Strategy PMS aims to identify and invest in business ideas having strong potential to outperform the market and its peer in near future by virtue of its inherent fundamental and technical strength. Aegis strategy has been curated keeping risk management at the forefront. Strategy has been structured to benefit from tactical and momentum picks along with value picks through use of proprietary tools.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 3.82% | 0.51 | 13.41% | 59.57% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Bonanza Portfolio Limited Aegis | 0.51% | 10.27% | 13.41% | 8.63% | 9.35% | 23.11% | - | - | 22.66% |
| Nifty 50 TRI | -1.72% | -6.30% | -9.87% | -3.84% | 3.35% | 9.53% | - | - | 10.89% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Bonanza Portfolio Limited Aegis | Multi Cap & Flexi Cap | Mr. Achin Goel | 11 May 2022 | 4Y 1M | 101.96 | Nifty 50 TRI | 22.66% | 176 | 10 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 1.40% | 1.92% | 59.57% | 3.32% | 0.55 | 13.41% | -0.40 | 10.40% | 0.70 | 55.32 % |
| Nifty 500 | 0.44% | 1.64% | 2.08% | 0.58 | 8.21% | 0.64 | 57.45 % | |||
| Nifty Midcap 100 | -6.60% | 1.02% | -5.58% | 0.60 | 0.30% | 0.03 | 48.94 % | |||
| Nifty Smallcap 100 | 2.89% | 0.93% | 3.82% | 0.51 | 4.50% | 0.39 | 61.70 % | |||
| BSE 500 | 0.79% | 1.64% | 2.43% | 0.58 | 8.68% | 0.67 | 57.45 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| SCHNEIDER ELECTRIC INFRA | 4.92 |
| DATA PATTERNS INDIA LTD | 4.90 |
| SOLAR INDUSTRIES (I) LTD | 4.75 |
| INOX INDIA LIMITED | 4.45 |
| BSE LIMITED | 4.12 |
Sector Allocation
| Holding | % |
|---|---|
| Capital Goods | 22.37 |
| Healthcare | 7.65 |
| FMCG | 5.84 |
| Business Services | 5.53 |
| Realty | 5.52 |
| Capital Goods | 17.38 |
| Automobile & Ancillaries | 6.72 |
| Infrastructure | 8.99 |
| Bank | 4.93 |
| Finance | 10.61 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 18.02 |
| Mid Cap | 6.63 |
| Small Cap | 61.04 |
| Cash | 14.31 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st May 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
