Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs NIEO 9 (Undiscovered India)
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
NIEO 9 (Undiscovered India)
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 500 Index · 2.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.15%
2.47%
6 Months
6.55%
11.38%
1 Year
2.88%
3.23%
3 Years
—
—
5 Years
—
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Since Inception
2.88%
11.49%
Fund Age
11 mo
2 yrs 9 mo
AUM
₹26.77 Cr
—
Alpha – 1 Year
0.50%
−4.37%
Alpha – 3 Years
—
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Information Ratio – 3 Years
—
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Volatility – 1 Year
15.68%
21.51%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.88
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
-0.04
0.02
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.17%
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Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 21% · M 14% · S 44%
M 10% · S 81%
Number of Stocks
68
43
Portfolio P/E
43.17
34.83
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%
Cash & Cash Equivalent · 9.04%
Neuland Laboratories Ltd · 4.97%
Healthcare Global Enterprises Ltd · 4.47%
Sri Lotus Developers & Realty Ltd · 4.22%
PNB Housing Finance Ltd · 3.39%
Top Sectors
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Financial Services · 24.03%
Capital Goods · 14.55%
Healthcare · 14.39%
Fixed Fee
—
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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