What is the hurdle rate of Bonanza -Aegis?

The hurdle rate of Bonanza -Aegis is 10.00%.

What is the fixed fee charged in Bonanza -Aegis ?

The fixed fee charged in Bonanza -Aegis is 2.50%.

What is the variable fee charged in Bonanza -Aegis ?

The variable fee charged in Bonanza -Aegis is 1.00%.

What is the profit sharing in Bonanza -Aegis ?

The profit sharing in Bonanza -Aegis is 20% Profit sharing above 10% hurdle.

What is the minimum investment in Bonanza -Aegis ?

The minimum investment in Bonanza -Aegis is ₹50 Lacs

What type of scheme is Bonanza -Aegis?

Bonanza -Aegis is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Bonanza -Aegis?

The inception date of Bonanza -Aegis is May 11, 2022.

Bonanza -Aegis

Bonanza Portfolio Ltd
Multi Cap AND Flexi Cap

37
Out of 164*
Compare
Share

Portfolio age3 years, 2 months

0.35%

3.37%

Hurdle Rate**10.00%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 30/06/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (2.66%)

Allocation by Market Cap

Small Cap (59.35%)

Mid Cap (19.74%)

Large Cap (18.25%)

Sector Holdings

Financial Services30.05%
Capital Goods29.49%
Chemicals8.17%
Metals & Mining6.96%
Information Technology6.65%

Stock Holdings

Fino Payments Bank Limited5.56%
Data Patterns (India) Limited5.26%
Cash & Cash Equivalents5.19%
GE Vernova T&D India Limited5.15%
Bank of India5.11%

PORTFOLIO MANAGERS

Achin Goel

Manager Rank37 Out of 164
i
Rank is based on 3-year return
Schemes Managed5
Total AUMUndisclosed
Highest Return In 1 Yr2.88%

Profile

Mr. Achin Goel serves as a Portfolio Manager at Bonanza Portfolio Ltd., where he oversees Portfolio Management Services (PMS) across various strategies, managing more than ?300 crores for high-net-worth individuals. With over 14 years of experience in senior roles across the capital markets, including personal finance, portfolio management, wealth management, algorithmic trading, broking services, insurance, and mutual funds, he brings a wealth of expertise to his role. Mr. Goel holds graduate and postgraduate degrees from ICT and Eastern Michigan University, respectively, and is a CFA charter holder, CFP, and has a PGDRM from the Institute of Insurance and Risk Management.He began his career by leading Bonanza’s online broking division for over five years before heading the company’s wealth management vertical. His current responsibilities involve managing diverse portfolio strategies within the PMS segment. Known for his strengths in portfolio management, financial planning, product expertise, leadership, and conflict resolution, Mr. Goel is dedicated to delivering industry-leading returns. He employs technology-driven solutions and relies on a dedicated research team to provide strategic, informed investment decisions and comprehensive client support.

Other Schemes

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Grid

Compare

Bonanza - Edge

AUM (₹ Cr)

UNDISC.

Hurdle Rate

8.00%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

17 Out of 250

Fixed Fee

2.50%

Scheme Return

6.17%

Benchmark Return

3.37%

Bonanza - Value

AUM (₹ Cr)

UNDISC.

Hurdle Rate

12.00%.

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

67 Out of 250

Fixed Fee

2.50%

Scheme Return

4.55%

Benchmark Return

3.37%

Multicap

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

80 Out of 250

Fixed Fee

2.50%

Scheme Return

4.34%

Benchmark Return

3.37%

Bonanza - Growth

AUM (₹ Cr)

UNDISC.

Hurdle Rate

8.00%

Benchmark

Nifty 50 TRI

Category

Mid AND Large Cap

Category Rank

13 Out of 22

Fixed Fee

2.50%

Scheme Return

3.06%

Benchmark Return

3.37%

Bonanza -Aegis

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10.00%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

244 Out of 250

Fixed Fee

2.50%

Scheme Return

0.35%

Benchmark Return

3.37%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jun, 2025)

Inception Date

May 11, 2022

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.00%

Hurdle Rate

10.00%

Profit Sharing

20% Profit sharing above 10% hurdle

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INVESTMENT PHILOSOPHY

Objective

Bonanza Aegis aims to identify and invest in business ideas having strong potential to outperform the market and its peers in near future by virtue of its inherent fundamental and technical strength. Aegis strategy has been curated keeping risk management at the forefront. Strategy has been structured to benefit from tactical and momentum picks along with Value picks through use of proprietary tools

Investment Approach

Selecting securities is a multifaceted process that requires a careful balance of quantitative and qualitative analyses, aligned with the strategy objectives and market conditions. Regular reviews and adjustments to the portfolio can help optimize performance and manage risk effectively.