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Bonanza -Aegis
Bonanza -Aegis

Bonanza -Aegis

  • Bonanza Portfolio Ltd
  • Multi Cap AND Flexi Cap
  • 34
    Out of 173*
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Portfolio age3 years, 7 months
-1.69%
1.92%
Hurdle Rate**10.00%
Fixed feeNo Option
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

bt_logoTRAILING PERFORMANCE

(As on 30/11/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (18.85%)
Allocation by Market Cap
Small Cap (46.19%)
Mid Cap (17.3%)
Large Cap (13.25%)
Sector Holdings
  • Capital Goods22.99%
  • Financial Services21.22%
  • Infrastructure14.09%
  • Automobile and Auto Components9.11%
  • Bank8.21%
Stock Holdings
  • Cash & Cash Equivalents18.85%
  • Bank of India6.5%
  • Siemens Ltd.4.81%
  • Fiem Industries Limited4.63%
  • ITD Cementation India Ltd4.58%

bt_logoPORTFOLIO MANAGERS

Achin Goel
  • Manager Rank34 Out of 173
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUMUndisclosed
  • Highest Return In 1 Yr3.71%
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
  • table
  • Grid
Compare
Bonanza - Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
11 Out of 20
Fixed Fee
No Option
Scheme Return
-0.2%
Benchmark Return
1.92%
Multicap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
211 Out of 259
Fixed Fee
No Option
Scheme Return
-1.66%
Benchmark Return
1.92%
Bonanza -Aegis
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
212 Out of 259
Fixed Fee
No Option
Scheme Return
-1.69%
Benchmark Return
1.92%
Bonanza - Edge
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
240 Out of 259
Fixed Fee
No Option
Scheme Return
-3.59%
Benchmark Return
1.92%
Bonanza - Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
242 Out of 259
Fixed Fee
No Option
Scheme Return
-3.65%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Nov, 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
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

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
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bt_logoINVESTMENT 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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Bonanza -Aegis
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
212 Out of 259
Fixed Fee
No Option
Scheme Return
-1.69%
Benchmark Return
1.92%
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Bonanza Portfolio Ltd
Bonanza Portfolio Ltd manages assets worth Rs 369.18 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap and 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

369.18 (As on Nov, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Bonanza - Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
11 Out of 20
Fixed Fee
No Option
Scheme Return
-0.2%
Benchmark Return
1.92%
Multicap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
211 Out of 259
Fixed Fee
No Option
Scheme Return
-1.66%
Benchmark Return
1.92%
Bonanza -Aegis
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
212 Out of 259
Fixed Fee
No Option
Scheme Return
-1.69%
Benchmark Return
1.92%
Bonanza - Edge
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
240 Out of 259
Fixed Fee
No Option
Scheme Return
-3.59%
Benchmark Return
1.92%
Bonanza - Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
242 Out of 259
Fixed Fee
No Option
Scheme Return
-3.65%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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 No Option.
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 If returns generated on the portfolio are above 10% per annum then 20% performance fees will be charged on NAV on half-yearly basis.
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.
What is the exit load of Bonanza -Aegis?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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