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Bonanza - Value
Bonanza - Value

Bonanza - Value

  • Bonanza Portfolio Ltd
  • Multi Cap AND Flexi Cap
  • Out of *
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Portfolio age15 years, 1 month
6.51%
-1.14%
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

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 (1.29%)
Allocation by Market Cap
Small Cap (61.18%)
Mid Cap (15.63%)
Large Cap (21.9%)
Sector Holdings
  • Capital Goods20.52%
  • Healthcare20.39%
  • Automobile and Auto Components19.06%
  • Chemicals17.51%
  • Fast Moving Consumer Goods9.39%
Stock Holdings
  • Laurus Labs Limited9.43%
  • Diamond Power Infrastructure Limited9.2%
  • Divi's Laboratories Ltd.6.8%
  • Krishana Phoschem Ltd6.18%
  • Cupid Limited6%

PORTFOLIO MANAGERS

Achin Goel
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
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

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

BT Tv

PEER ANALYSIS

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Bonanza Portfolio Ltd
Bonanza Portfolio Ltd manages assets worth Rs 445.51 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

445.51 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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.