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Finance

Bonanza Portfolio Aegis Strategy

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AEGIS STRATEGY

6 PILLARS

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PILLARS – 5F

  • Increase/ decrease in promoter/ institutional and public holding (quarterly), increase/ decrease by MF (MoM), pledge/ unpledged ratio
  • Focus on company’s free cash flow, interest coverage, NPM ratio and other profitability ratios
  • Increase in NPA/provisions, High PE (peer rating), increasing debt (DE ratio)
  • Focus on revenue growth, EPS growth, operating revenue growth. Bloomberg and QBS are additional sources to validate the data
  • PE, EPS Growth, Grahams and other known automated models

PORTFOLIO COMPOSITION

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AEGIS PERFORMANCE VS NIFTY 50TRI

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Top 10 Holdings & Sector Allocation

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Top 5 Sector Holdings & Category Allocation

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