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 No Option.

What is the variable fee charged in Bonanza - Growth ?

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

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

Q: What is the profit sharing in Bonanza - Growth ?

The profit sharing in Bonanza - Growth is If returns generated on the portfolio are above 8% per annum then 15% performance fees will be charged on NAV on half yearly basis.

Bonanza Portfolio Ltd
Mid AND Large Cap

7
Out of 10*
Compare
Share

Portfolio age16 years, 7 months

3.68%

-1.14%

Hurdle Rate**8.00%

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

TRAILING PERFORMANCE

(As on 31/08/2026)

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

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (14.78%)

Allocation by Market Cap

Small Cap (46.96%)

Mid Cap (15.77%)

Large Cap (22.47%)

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

FUND SUMMARY

AUM (₹ Cr)

21.49

(As on Aug, 2026)

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

No Option

Variable Fee

1.00%

Hurdle Rate

8.00%

Profit Sharing

If returns generated on the portfolio are above 8% per annum then 15% performance fees will be charged on NAV on half yearly basis

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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.