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Bonanza - Value
Bonanza - Value

Bonanza - Value

  • Bonanza Portfolio Ltd
  • Multi Cap AND Flexi Cap
  • 54
    Out of 118*
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Portfolio age14 years, 3 months
-0.46%
4.62%
Hurdle Rate**12.00%
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 31/10/2025)
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 (26.32%)
Allocation by Market Cap
Small Cap (50.52%)
Mid Cap (18.58%)
Large Cap (4.59%)
Sector Holdings
  • Financial Services16.52%
  • Capital Goods14.7%
  • Automobile and Auto Components7.34%
  • Construction7.27%
  • Utilities6.81%
Stock Holdings
  • Cash & Cash Equivalents26.32%
  • Goodluck India Limited5.96%
  • Bank of India5.79%
  • Vishal Mega Mart Limited5.47%
  • Yatharth Hospital & Trauma Care Services Ltd5.37%

bt_logoPORTFOLIO MANAGERS

Achin Goel
  • Manager Rank81 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUMUndisclosed
  • Highest Return In 1 Yr4.09%
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 -Aegis
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
100 Out of 251
Fixed Fee
No Option
Scheme Return
4.06%
Benchmark Return
4.62%
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
3.42%
Benchmark Return
4.62%
Bonanza - Edge
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
162 Out of 251
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
4.62%
Multicap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
182 Out of 251
Fixed Fee
No Option
Scheme Return
2.75%
Benchmark Return
4.62%
Bonanza - Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
247 Out of 251
Fixed Fee
No Option
Scheme Return
-0.46%
Benchmark Return
4.62%
*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 Oct, 2025)
Inception Date
Sep 02, 2011
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
2.00%
Hurdle Rate
12.00%
Profit Sharing
If returns generated on the portfolio are above 12% per annum then 25% performance fees will be charged on NAV on half yearly basis
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bt_logoINVESTMENT PHILOSOPHY

Objective

Bonanza Value aims to provide long term capital appreciation primarily by selecting and investing in securities perceived to be deeply undervalued with strong fundamentals and growth prospect. In this investment mandate, we pick an idea which would be next multi-bagger and where company’s product/service have potential to command niche in its segment

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 - Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
247 Out of 251
Fixed Fee
No Option
Scheme Return
-0.46%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*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 371.75 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

371.75 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Bonanza -Aegis
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
100 Out of 251
Fixed Fee
No Option
Scheme Return
4.06%
Benchmark Return
4.62%
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
3.42%
Benchmark Return
4.62%
Bonanza - Edge
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
162 Out of 251
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
4.62%
Multicap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
182 Out of 251
Fixed Fee
No Option
Scheme Return
2.75%
Benchmark Return
4.62%
Bonanza - Value
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
247 Out of 251
Fixed Fee
No Option
Scheme Return
-0.46%
Benchmark Return
4.62%
*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 - Value?
The hurdle rate of Bonanza - Value is 12.00%.
What is the fixed fee charged in Bonanza - Value ?
The fixed fee charged in Bonanza - Value is No Option.
What is the variable fee charged in Bonanza - Value ?
The variable fee charged in Bonanza - Value is 2.00%.
What is the profit sharing in Bonanza - Value ?
The profit sharing in Bonanza - Value is If returns generated on the portfolio are above 12% per annum then 25% performance fees will be charged on NAV on half yearly basis.
What is the minimum investment in Bonanza - Value ?
The minimum investment in Bonanza - Value is ₹50 Lacs
What type of scheme is Bonanza - Value?
Bonanza - Value is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Bonanza - Value?
The inception date of Bonanza - Value is Sep 02, 2011.
What is the exit load of Bonanza - Value?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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