COMPARE PMS SCHEMES| Category | Multi Cap AND Flexi Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | No Option | ||
| Variable Fee | 1.00% | ||
| Hurdle Rate | 10.00% | ||
| Profit Sharing | If returns generated on the portfolio are above 10% per annum then 20% performance fees will be charged on NAV on half-yearly basis | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 3 years, 9 months |
 Achin Goel | |||
| 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. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 9.9% Capital Goods 22.99% Financial Services 21.61% Healthcare 10.81% Information Technology 12.56% Metals & Mining 8.52% | ||
| Stock Holdings | Bank of India 6.5% Cash & Cash Equivalents 22.25% Fiem Industries Limited 4.93% HCL Technologies Ltd 4.85% Hindustan Zinc Ltd. 5.13% ITD Cementation India Ltd 4.58% L&T Technology Services Limited 7.71% Siemens Ltd. 4.81% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter. |
