Bonanza Portfolio Aegis Strategy

Aegis Strategy

6 Pillars

Pillars – 5F

Shareholding Pattern Analysis

• Increase or decrease in promoter, institutional, and public holding on a quarterly basis
• Increase or decrease in mutual fund holdings on a month-on-month basis
• Analysis of pledged and unpledged shareholding ratios

Financial Strength

• Focus on company free cash flow
• Interest coverage ratio analysis
• Net Profit Margin (NPM) and other profitability ratios

Risk Monitoring

• Increase in NPA and provisions
• High PE compared to peers
• Rising debt and debt-to-equity ratio analysis

Fundamental Growth Analysis

• Revenue growth tracking
• EPS growth monitoring
• Operating revenue growth analysis
• Bloomberg and QBS used as additional validation sources

Valuation Models

• PE analysis
• EPS growth analysis
• Graham-based models
• Other automated valuation models

Portfolio Composition

Aegis Performance vs NIFTY 50 TRI

Top 10 Holdings & Sector Allocation

Top 5 Sector Holdings & Category Allocation