Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Emkay - Capital Builder Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Emkay - Capital Builder Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 500 Index · 2.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.15%
6.84%
6 Months
6.55%
5.01%
1 Year
2.88%
8.78%
3 Years
—
—
5 Years
—
—
Since Inception
2.88%
8.70%
Fund Age
11 mo
2 yrs
AUM
₹26.77 Cr
₹44.9 Cr
Alpha – 1 Year
0.50%
5.80%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.68%
17.25%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.90
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.04
0.26
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.17%
−14.50%
Recovery Period
Not yet recovered
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%
L 62% · M 17% · S 22%
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%
Divis Laboratories Ltd · 9.50%
HDFC Bank Ltd · 7.80%
Federal Bank Ltd · 7.60%
Laurus Labs Ltd · 7.60%
ICICI Bank Ltd · 7.30%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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