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Bharat Value Fund Series IV vs Bonanza Opportunity Fund

Bharat Value Fund Series IV

Bonanza Opportunity Fund

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Growth of ₹1 Crore

Bharat Value Fund Series IV

Bonanza Opportunity Fund

Return for the risk

1 yr return

-5%

10%

Bonanza Opportunity Fund

2.9% • vol 15.7%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

−0.15%

6 Months

—

6.55%

1 Year

—

2.88%

3 Years

—

5 Years

—

Since Inception

—

2.88%

Fund Age

—

11 mo

AUM

—

₹26.77 Cr

Alpha – 1 Year

—

0.50%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

15.68%

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-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

—

Market-Cap Mix

—

L 21% · M 14% · S 44%

Number of Stocks

—

Portfolio P/E

—

43.17

Top 5 Holdings

—

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

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Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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