Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Neo Treasury Plus Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Neo Treasury Plus Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 500 Index · 2.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.15%
1.25%
6 Months
6.55%
5.92%
1 Year
2.88%
12.62%
3 Years
—
—
5 Years
—
—
Since Inception
2.88%
13.19%
Fund Age
11 mo
3 yrs 6 mo
AUM
₹26.77 Cr
—
Alpha – 1 Year
0.50%
13.05%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
15.68%
0.71%
Volatility – 3 Years
—
3.07%
Beta – 1 Year
—
0.03
Beta – 3 Years
—
-0.03
Sharpe Ratio – 1 Year
-0.04
9.16
Sharpe Ratio – 3 Years
—
-0.21
Worst Rolling Year
—
4.08%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−12.17%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
5.09%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 14% · S 44%
—
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%
—
Top Sectors
—
—
Fixed Fee
—
0.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%