Bonanza Portfolio Ltd
AUM (Cr.)
268.54
No. of Clients
326
No. of Investment Approach
5
As On
31 October 2024
Bonanza Portfolio Ltd. is a financial powerhouse established in 1994, which has rapidly developed into one of the largest financial services and broking houses in India with a Pan-India presence in over 700 outlets spanning 600 cities. Today, Bonanza is the fastest-growing financial service provider with five mega group companies under its umbrella. Bonanza is one of the fastest-growing companies in the financial services space in India with a trust of more than 3 decades. Since its inception in 1994, Bonanza has been helping millions of investors easily navigate their investing journey. Bonanza offers 5 major PMS strategies – Aegis, Edge, Value, Growth and Multicap for its investors suiting different risk/reward appetite. Technology plays a crucial role in the whole process of fund management with fine-tuned decision making by the expert fund management team
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Growth |
LARGE & MID CAP | 26.54% | 18.77% | 12.77% | 18.11% | 18.16% |
Value |
MULTI CAP | 48.73% | 36.76% | 21.72% | 26.43% | 22.03% |
Edge |
MULTI CAP | 42.72% | 41.93% | 29.55% | 35.98% | 23.02% |
Aegis |
MULTI CAP | 55.04% | 40.55% | NA | NA | 38.24% |
Multicap |
MULTI CAP | 43.87% | 40.37% | 25.74% | 36.04% | 27.31% |
* Returns are as on 31st October 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr Achin Goel
Fund Manager
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News
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AMC Registered Address
Plot No. M-2, Cama Industrial Estate, Walbhat Road, Goregaon (East), Mumbai -400063
SEBI Reg No : INP000000985
AMC Investor Login Link
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AMC Website Link
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