Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Carnelian Capital Compounder Fund - 1
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Carnelian Capital Compounder Fund - 1
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.15%
3.09%
6 Months
6.55%
12.77%
1 Year
2.88%
16.87%
3 Years
—
26.82%
5 Years
—
20.86%
Since Inception
2.88%
22.48%
Fund Age
11 mo
7 yrs 2 mo
AUM
₹26.77 Cr
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Alpha – 1 Year
0.50%
15.35%
Alpha – 3 Years
—
16.73%
Information Ratio – 3 Years
—
1.48
Volatility – 1 Year
15.68%
19.51%
Volatility – 3 Years
—
18.47%
Beta – 1 Year
—
1.09
Beta – 3 Years
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1.08
Sharpe Ratio – 1 Year
-0.04
0.62
Sharpe Ratio – 3 Years
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1.03
Worst Rolling Year
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11.32%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−12.17%
−16.69%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.67%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
L 21% · M 14% · S 44%
L 30% · M 42% · S 28%
Number of Stocks
68
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Portfolio P/E
43.17
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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%
Laurus Labs Ltd · 9.50%
Aditya Birla Capital Ltd · 9.20%
Biocon Ltd · 6.50%
One 97 Communications Ltd · 4.80%
Star Health & Allied Insurance Company Ltd · 4.40%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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