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Bonanza - Growth
Bonanza - Growth

Bonanza - Growth

  • Bonanza Portfolio Ltd
  • LARGE AND MID CAP
  • 1
    Out of 5*
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Portfolio age 14 years, 11 months
-7.87%
-0.45%
Hurdle Rate** 8.00%
Fixed fee 2.50%
Min. Investment 50 Lac
*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 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (83.14%)
CASH AND EQUIVALENT (16.85%)
OTHERS (0.01%)
Allocation by Market Cap
Small Cap (13.93%)
Large Cap (49.31%)
Mid Cap (19.9%)
Sector Holdings
  • Healthcare 24.76%
  • Financial Services 18.18%
  • Realty 7.88%
  • Capital Goods 6.01%
  • Information Technology 5.95%
Stock Holdings
  • Cash & Cash Equivalents 16.85%
  • Sun Pharmaceutical Industries Ltd 4.81%
  • Bharti Airtel Ltd 4.60%
  • Tata Elxsi Ltd 4.60%
  • HDFC Bank Ltd 4.50%

PORTFOLIO MANAGERS

Achin Goel
  • Manager Rank 5 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed 5
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 23.10%
Profile

Mr. Achin Goel serves as a Portfolio Manager at Bonanza Portfolio Ltd., where he oversees Portfolio Management Services (PMS) across various strategies, managing over 250 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
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
70 Out of 175
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
15 Out of 17
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
133 Out of 175
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%.
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
144 Out of 175
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
164 Out of 175
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 5
-5.71%
-0.45%
Nifty 50 TRI
MULTI CAP
₹UNDISC. Cr.
1Out of 5
-7.87%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
₹UNDISC. Cr.
1Out of 5
-9.61%
-0.45%
Nifty 50 TRI
MULTI CAP
₹UNDISC. Cr.
1Out of 5
-10.04%
-0.45%
Nifty 50 TRI
MULTI CAP
₹UNDISC. Cr.
1Out of 5
-13.32%
-0.45%
Nifty 50 TRI
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
15 Out of 17
Fixed Fee
2.50%
AUM (₹ Cr)
54.81
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
AUM (₹ Cr)
41
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.00%
AUM (₹ Cr)
197.03
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 17
Fixed Fee
1.35%
AUM (₹ Cr)
37.43
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 17
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 17
Fixed Fee
0.35%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 17
-7.87%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
8.00%
₹UNDISC. Cr.
1Out of 17
-1.86%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
6% or 10%
₹54.81 Cr.
1Out of 17
-1.88%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
No option
₹41 Cr.
1Out of 17
-2.50%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
14%
₹197.03 Cr.
1Out of 17
-2.79%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
8.00%
₹37.43 Cr.
1Out of 17
-3.34%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
No Option
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Bonanza Portfolio Ltd
Bonanza Portfolio Ltd manages assets worth Rs 287.16 crores. Its current offering of PMS schemes includes 4 Multi Cap and 1 Large And Mid Cap schemes.

AUM (₹ cr)

287.16 (As on Jan, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
70 Out of 175
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
LARGE AND MID CAP
Category Rank
15 Out of 17
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
133 Out of 175
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
12.00%.
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
144 Out of 175
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
MULTI CAP
Category Rank
164 Out of 175
Fixed Fee
2.50%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 5
-5.71%
-0.45%
Nifty 50 TRI
8.00%
MULTI CAP
₹UNDISC. Cr.
1Out of 5
-7.87%
-0.45%
Nifty 50 TRI
8.00%
LARGE AND MID CAP
₹UNDISC. Cr.
1Out of 5
-9.61%
-0.45%
Nifty 50 TRI
10.00%
MULTI CAP
₹UNDISC. Cr.
1Out of 5
-10.04%
-0.45%
Nifty 50 TRI
12.00%.
MULTI CAP
₹UNDISC. Cr.
1Out of 5
-13.32%
-0.45%
Nifty 50 TRI
10%
MULTI CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Bonanza - Growth?
The hurdle rate of Bonanza - Growth is 8.00%.
What is the fixed fee charged in Bonanza - Growth ?
The fixed fee charged in Bonanza - Growth is 2.50%.
What is the variable fee charged in Bonanza - Growth ?
The variable fee charged in Bonanza - Growth is 1.00% .
What is the profit sharing in Bonanza - Growth ?
The profit sharing in Bonanza - Growth is 15% Profit sharing above 8.00% Hurdle.
What is the minimum investment in Bonanza - Growth ?
The minimum investment in Bonanza - Growth is ₹50 Lac
What type of scheme is Bonanza - Growth?
Bonanza - Growth is an Equity scheme. It falls in the LARGE AND MID CAP category.
What is the inception date of Bonanza - Growth?
The inception date of Bonanza - Growth is Apr 6, 2010 .
What is the exit load of Bonanza - Growth?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
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