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Bonanza Opportunity Fund vs ITI - Long Short Equity Fund

Bonanza Opportunity Fund

ITI - Long Short Equity Fund

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Growth of ₹1 Crore

Bonanza Opportunity Fund

ITI - Long Short Equity Fund

Return for the risk

3 yrs return

10%

15%

ITI - Long Short Equity Fund

10.6% • vol 8.5%

10%

20%

Volatility • 3 yrs deviation

1 Month

−0.15%

−0.31%

6 Months

6.55%

−3.98%

1 Year

2.88%

−3.55%

3 Years

—

10.56%

5 Years

—

8.20%

Since Inception

2.88%

11.86%

Fund Age

11 mo

8 yrs 4 mo

AUM

₹26.77 Cr

—

Alpha – 1 Year

0.50%

−2.13%

Alpha – 3 Years

—

2.82%

Information Ratio – 3 Years

—

0.29

Volatility – 1 Year

15.68%

6.95%

Volatility – 3 Years

—

8.51%

Beta – 1 Year

—

0.29

Beta – 3 Years

—

0.49

Sharpe Ratio – 1 Year

-0.04

-1.24

Sharpe Ratio – 3 Years

—

0.61

Worst Rolling Year

—

9.80%

Value at Worst Rolling Year

—

₹1.10 Cr

Deepest Drawdown

−12.17%

−9.10%

Recovery Period

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

14.02%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

L 21% · M 14% · S 44%

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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%

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Top Sectors

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Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

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