Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Shaan Patel Asset Management Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Shaan Patel Asset Management Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 500 Index · 2.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.15%
3.40%
6 Months
6.55%
16.32%
1 Year
2.88%
5.56%
3 Years
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5 Years
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Since Inception
2.88%
3.49%
Fund Age
11 mo
12 mo
AUM
₹26.77 Cr
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Alpha – 1 Year
0.50%
3.18%
Alpha – 3 Years
—
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Information Ratio – 3 Years
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Volatility – 1 Year
15.68%
13.00%
Volatility – 3 Years
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Beta – 1 Year
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0.06
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
-0.04
0.06
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
−12.17%
−11.82%
Recovery Period
Not yet recovered
Not yet recovered
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%
L 9% · M 10% · S 38%
Number of Stocks
68
13
Portfolio P/E
43.17
26.85
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%
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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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