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 Lacs

What type of scheme is Bonanza - Growth?

Bonanza - Growth is an Equity scheme. It falls in the Mid AND Large Cap category.

What is the inception date of Bonanza - Growth?

The inception date of Bonanza - Growth is Apr 06, 2010.

Bonanza - Growth

Bonanza Portfolio Ltd
Mid AND Large Cap

3
Out of 8*
Compare
Share

Portfolio age15 years, 4 months

3.06%

3.37%

Hurdle Rate**8.00%

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 (9.42%)

Allocation by Market Cap

Small Cap (32.86%)

Mid Cap (23.95%)

Large Cap (33.77%)

Sector Holdings

Capital Goods25.03%
Financial Services22.52%
Chemicals8.91%
Telecommunication8.42%
Healthcare7.56%

Stock Holdings

Cash & Cash Equivalents9.42%
Astra Microwave Products Ltd6.55%
Hindustan Aeronautics Limited5.38%
Paras Defence and Space Technologies Limited5.14%
ICICI Bank Ltd5.01%

PORTFOLIO MANAGERS

Achin Goel

Manager Rank5 Out of 11
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

1m 3m 6m 1y 3y 5y

table
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

Apr 06, 2010

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

8.00%

Profit Sharing

15% Profit sharing above 8.00% Hurdle

SUBSCRIBE TO

BUSINESS TODAY MAGAZINE

Subscribe Now

Already a subscriber?Login

INVESTMENT PHILOSOPHY

Objective

Bonanza Growth aims to provide growth-oriented approach to portfolio by cherry picking securities we believe have high potential based on both fundamental and technical research. Bonanza Growth investment philosophy is highly disciplined and follows well defined set of rules that focus on conserving and building wealth consistently across market cycles

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.