Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Quest Investment Managers – Smart Alpha Sector Rotation
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Quest Investment Managers – Smart Alpha Sector Rotation
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.15%
1.75%
6 Months
6.55%
6.35%
1 Year
2.88%
−4.77%
3 Years
—
10.09%
5 Years
—
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Since Inception
2.88%
11.81%
Fund Age
11 mo
4 yrs 3 mo
AUM
₹26.77 Cr
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Alpha – 1 Year
0.50%
−9.17%
Alpha – 3 Years
—
−1.38%
Information Ratio – 3 Years
—
-0.09
Volatility – 1 Year
15.68%
20.07%
Volatility – 3 Years
—
18.70%
Beta – 1 Year
—
1.09
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.04
-0.41
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−12.17%
−28.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
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14.70%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 21% · M 14% · S 44%
L 37% · M 25% · S 28%
Number of Stocks
68
23
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%
One 97 Communications Ltd · 8.44%
Coforge Ltd · 7.42%
Vishal Mega Mart Ltd · 6.87%
Piramal Pharma Ltd · 5.90%
UltraTech Cement Ltd · 5.66%
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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