Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs White Oak Capital Equity Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
White Oak Capital Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 500 Index · 2.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.15%
3.22%
6 Months
6.55%
21.79%
1 Year
2.88%
13.76%
3 Years
—
—
5 Years
—
—
Since Inception
2.88%
14.87%
Fund Age
11 mo
17 mo
AUM
₹26.77 Cr
₹300.61 Cr
Alpha – 1 Year
0.50%
10.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
15.68%
19.93%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.04
0.47
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.17%
−12.96%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 14% · S 44%
M 8% · S 88%
Number of Stocks
68
88
Portfolio P/E
43.17
34.73
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%
Onemi Technology Solutions Ltd · 2.85%
Five-Star Business Finance Ltd · 2.44%
Sedemac Mechatronics Ltd · 2.42%
Shaily Engineering Plastics Ltd · 2.35%
Wheels India Ltd · 2.22%
Top Sectors
—
Financial Services · 23.88%
Healthcare · 18.04%
Capital Goods · 14.12%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—