Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Motilal Oswal Hedged Equity Multifactor Strategy
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Motilal Oswal Hedged Equity Multifactor Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.15%
−0.26%
6 Months
6.55%
0.82%
1 Year
2.88%
0.28%
3 Years
—
12.21%
5 Years
—
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Since Inception
2.88%
10.16%
Fund Age
11 mo
4 yrs 5 mo
AUM
₹26.77 Cr
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Alpha – 1 Year
0.50%
−2.70%
Alpha – 3 Years
—
0.33%
Information Ratio – 3 Years
—
-0.01
Volatility – 1 Year
15.68%
7.33%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
—
0.35
Beta – 3 Years
—
0.81
Sharpe Ratio – 1 Year
-0.04
-0.67
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
12.21%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−12.17%
−26.78%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.77%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 21% · M 14% · S 44%
L 37% · M 27% · S 24%
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%
Ajanta Pharma Ltd · 4.20%
Cummins India Ltd · 4.10%
Eicher Motors Ltd · 3.90%
Marico Ltd · 3.90%
Torrent Pharmaceuticals Ltd · 3.90%
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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