Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Edelweiss - Alternative Equity Scheme
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Edelweiss - Alternative Equity Scheme
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.15%
2.92%
6 Months
6.55%
2.92%
1 Year
2.88%
0.27%
3 Years
—
4.32%
5 Years
—
0.83%
Since Inception
2.88%
10.80%
Fund Age
11 mo
11 yrs 11 mo
AUM
₹26.77 Cr
₹58.25 Cr
Alpha – 1 Year
0.50%
0.70%
Alpha – 3 Years
—
−4.24%
Information Ratio – 3 Years
—
-0.56
Volatility – 1 Year
15.68%
15.19%
Volatility – 3 Years
—
12.47%
Beta – 1 Year
—
0.85
Beta – 3 Years
—
0.77
Sharpe Ratio – 1 Year
-0.04
-0.27
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
-0.09%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−12.17%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
94.46%
Median Rolling Year
—
8.54%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 21% · M 14% · S 44%
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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%
NSE Ltd · 10.95%
ICICI Lombard General Insurance Company Ltd · 5.46%
Maruti Suzuki India Ltd · 5.41%
Asian Paints Ltd · 5.32%
Axis Bank Ltd · 5.31%
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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