What is the hurdle rate of Multicap?

The hurdle rate of Multicap is 10%.

What is the fixed fee charged in Multicap ?

The fixed fee charged in Multicap is No Option.

What is the variable fee charged in Multicap ?

The variable fee charged in Multicap is 1.00%.

What is the minimum investment in Multicap ?

The minimum investment in Multicap is ₹50 Lacs

What type of scheme is Multicap?

Multicap is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Multicap?

The inception date of Multicap is Jul 05, 2018.

Multicap

Q: What is the profit sharing in Multicap ?

The profit sharing in Multicap is If returns generated on the portfolio are above 10% per annum then 15% performance fees will be charged on NAV on half yearly basis.

Bonanza Portfolio Ltd
Multi Cap AND Flexi Cap

7
Out of 118*
Compare
Share

Portfolio age7 years, 5 months

2.75%

4.62%

Hurdle Rate**10%

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 31/10/2025)

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 (10.06%)

Allocation by Market Cap

Small Cap (85.36%)

Mid Cap (4.58%)

Large Cap (0%)

Sector Holdings

Capital Goods16.39%
Metals & Mining13.2%
Chemicals10.95%
Healthcare8.17%
Automobile and Auto Components7.01%

Stock Holdings

Cash & Cash Equivalents10.06%
Gujarat Mineral Development Corpora5.03%
Garden Reach Shipbuilders & Engineers Limited4.91%
Multi Commodity Exchange of India Ltd4.58%
Pondy Oxides & Chemicals Limited4.55%

PORTFOLIO MANAGERS

Achin Goel

Manager Rank47 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

1m 3m 6m 1y 3y 5y

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

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Oct, 2025)

Inception Date

Jul 05, 2018

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

10%

Profit Sharing

If returns generated on the portfolio are above 10% per annum then 15% performance fees will be charged on NAV on half yearly basis

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INVESTMENT PHILOSOPHY

Objective

Bonanza Multicap aims to invest into companies targeting long term appreciation with GARP approach. The focus is to seek out securities with growth prospects that are quoting at reasonable valuations. The fund will follow a mix of top-down and Bottom up approach.

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.