Alternative Investment Funds (AIF)Compare Schemes
Bonanza Opportunity Fund vs Yes Alpha Plus Fund
Add SchemeGrowth of ₹1 Crore
Bonanza Opportunity Fund
Yes Alpha Plus Fund
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.15%
0.40%
6 Months
6.55%
4.71%
1 Year
2.88%
9.48%
3 Years
—
5.09%
5 Years
—
7.27%
Since Inception
2.88%
7.18%
Fund Age
11 mo
5 yrs 9 mo
AUM
₹26.77 Cr
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Alpha – 1 Year
0.50%
7.96%
Alpha – 3 Years
—
−5.01%
Information Ratio – 3 Years
—
-0.38
Volatility – 1 Year
15.68%
1.59%
Volatility – 3 Years
—
6.50%
Beta – 1 Year
—
0.04
Beta – 3 Years
—
-0.12
Sharpe Ratio – 1 Year
-0.04
2.33
Sharpe Ratio – 3 Years
—
-0.03
Worst Rolling Year
—
5.09%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−12.17%
−8.84%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.68%
5-Year Rolling Windows Positive
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100.00%
Market-Cap Mix
L 21% · M 14% · S 44%
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Number of Stocks
68
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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%
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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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