Alternative Investment Funds (AIF)Compare Schemes
Aarth.AIF Growth Fund vs Bonanza Opportunity Fund
Add SchemeGrowth of ₹1 Crore
Aarth.AIF Growth Fund
Bonanza Opportunity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY Smallcap 250 Index · 6.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.27%
−0.15%
6 Months
18.61%
6.55%
1 Year
6.60%
2.88%
3 Years
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—
5 Years
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—
Since Inception
70.59%
2.88%
Fund Age
19 mo
11 mo
AUM
₹589 Cr
₹26.77 Cr
Alpha – 1 Year
0.33%
0.50%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
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—
Volatility – 1 Year
31.55%
15.68%
Volatility – 3 Years
—
—
Beta – 1 Year
1.29
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.34
-0.04
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−23.49%
−12.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
S 88%
L 21% · M 14% · S 44%
Number of Stocks
—
68
Portfolio P/E
—
43.17
Top 5 Holdings
Shree Refrigerations Ltd · 4.06%
Beezaasan Explotech Ltd · 2.67%
Accent Microcell Ltd · 2.33%
Cash UR Drive Marketing Limited · 2.28%
Amanta Healthcare Ltd · 2.13%
Ellenbarrie Industrial Gases Ltd · 3.49%
Bajaj Finance Ltd · 3.35%
Dixon Technologies (India) Ltd · 2.87%
TVS Motor Company Ltd · 2.77%
Larsen & Toubro Ltd · 2.61%
Top Sectors
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Fixed Fee
—
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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