Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Edelweiss - Consumer Trends Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Edelweiss - Consumer Trends Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.15%
3.12%
6 Months
6.55%
14.64%
1 Year
2.88%
5.62%
3 Years
—
12.98%
5 Years
—
10.85%
Since Inception
2.88%
12.97%
Fund Age
11 mo
5 yrs 3 mo
AUM
₹26.77 Cr
₹173.62 Cr
Alpha – 1 Year
0.50%
1.78%
Alpha – 3 Years
—
−0.97%
Information Ratio – 3 Years
—
-0.01
Volatility – 1 Year
15.68%
21.39%
Volatility – 3 Years
—
16.80%
Beta – 1 Year
—
1.05
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
-0.04
0.10
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
8.52%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−12.17%
−19.22%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.72%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 21% · M 14% · S 44%
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Number of Stocks
68
—
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%
Bharti Airtel Ltd · 6.58%
Britannia Industries Ltd · 6.22%
Hindustan Unilever Ltd · 6.19%
ITC Ltd · 6.06%
Mahindra & Mahindra Ltd · 5.71%
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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