Alternative Investment Funds (AIF)Compare Schemes
Axis Newgen India Fund - I vs Bonanza Opportunity Fund
Add SchemeGrowth of ₹1 Crore
Axis Newgen India Fund - I
Bonanza Opportunity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 1.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.84%
−0.15%
6 Months
22.78%
6.55%
1 Year
17.46%
2.88%
3 Years
21.45%
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5 Years
—
—
Since Inception
15.58%
2.88%
Fund Age
3 yrs
11 mo
AUM
₹42.68 Cr
₹26.77 Cr
Alpha – 1 Year
15.94%
0.50%
Alpha – 3 Years
5.92%
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Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.94%
15.68%
Volatility – 3 Years
—
—
Beta – 1 Year
1.02
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.61
-0.04
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.17%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 21% · M 14% · S 44%
Number of Stocks
—
68
Portfolio P/E
—
43.17
Top 5 Holdings
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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
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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