Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Motilal Oswal Founders Fund Series I
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Motilal Oswal Founders Fund Series I
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.15%
0.45%
6 Months
6.55%
16.54%
1 Year
2.88%
4.93%
3 Years
—
20.02%
5 Years
—
—
Since Inception
2.88%
24.01%
Fund Age
11 mo
3 yrs 5 mo
AUM
₹26.77 Cr
₹1,778.6 Cr
Alpha – 1 Year
0.50%
1.95%
Alpha – 3 Years
—
8.14%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
15.68%
17.28%
Volatility – 3 Years
—
21.44%
Beta – 1 Year
—
0.84
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.04
-0.21
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
20.04%
Value at Worst Rolling Year
—
₹1.20 Cr
Deepest Drawdown
−12.17%
−26.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.33%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 14% · S 44%
L 27% · M 38% · S 35%
Number of Stocks
68
27
Portfolio P/E
43.17
48.87
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%
Eternal Ltd · 5.30%
Ather Energy Ltd · 4.94%
One 97 Communications Ltd · 4.92%
PTC Industries Ltd · 4.77%
Shriram Finance Ltd · 4.55%
Top Sectors
—
Capital Goods · 30.93%
Financial Services · 20.25%
Consumer Services · 8.52%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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