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Aegis

Bonanza Portfolio Limited
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
11 May 2022
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Investment security selection entails a comprehensive approach, integrating robust quantitative metrics with insightful qualitative assessments. This process must be meticulously calibrated to align with stated investment mandates and prevailing market dynamics. Periodic evaluation and strategic recalibration of holdings are instrumental in enhancing portfolio outcomes and mitigating potential exposures.

Investment Objective

Bonanza Aegis employs a strategy focused on identifying and investing in businesses exhibiting robust potential for superior market and peer performance, driven by their intrinsic fundamental and technical strengths. The Aegis investment approach prioritizes comprehensive risk management. This strategy is designed to capitalize on both tactical and momentum-driven opportunities, alongside value-oriented selections, through the application of proprietary analytical tools.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -2.44% -0.28% -2.16%
3 MONTHS -0.19% 6.33% -6.52%
6 MONTHS -6.89% 2.92% -9.81%
1 YEAR -18.50% 11.88% -30.38%
2 YEAR 9.88% 10.98% -1.10%
3 YEAR 21.48% 14.32% 7.16%
SINCE INCEPTION 20.45% 15.35% 5.10%

Calendar Year Performance

Year Return
CY 2025 -18.50%
CY 2024 48.20%
CY 2023 48.60%
CY 2022 9.86%

Financial Year Performance

Year Return
FY 26_YTD 0.58%
FY 25 17.15%
FY 24 61.71%
FY 23 4.10%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Achin Goel

Fund Manager

Mr. Achin Goel is a Portfolio Manager at Bonanza Portfolio Ltd., responsible for overseeing a diverse range of Portfolio Management Services (PMS) strategies. He manages assets exceeding ₹300 crores for high-net-worth clients. With more than 14 years of comprehensive experience in senior capital markets roles, Mr. Goel possesses extensive knowledge across personal finance, portfolio management, wealth management, algorithmic trading, broking services, insurance, and mutual funds. Academically, Mr. Goel holds graduate and postgraduate qualifications from ICT and Eastern Michigan University, respectively. He is also a CFA charterholder, a Certified Financial Planner (CFP), and holds a PGDRM from the Institute of Insurance and Risk Management. Mr. Goel's professional journey began with a five-year tenure leading Bonanza's online broking division, followed by his leadership of the company's wealth management vertical. His present role focuses on the strategic management of various PMS strategies. Recognized for his proficiency in portfolio management, financial planning, product knowledge, leadership, and conflict resolution, Mr. Goel is committed to achieving superior investment returns. He leverages technology-enabled solutions and a skilled research team to facilitate data-driven investment decisions and provide robust client support.

Portfolio Details

Portfolio Composition

Large Cap
20.17%
Mid Cap
20.45%
Small Cap
36.89%
Cash & Equivalent
22.25%

Top 5 Holdings

  • Cash & Cash Equivalents 22.25%
  • L&T Technology Services Limited 7.71%
  • Hindustan Zinc Ltd. 5.13%
  • Fiem Industries Limited 4.93%
  • HCL Technologies Ltd 4.85%

Top 5 Sectors

  • Financial Services 21.61%
  • Information Technology 12.56%
  • Healthcare 10.81%
  • Automobile and Auto Components 9.90%
  • Metals & Mining 8.52%

Portfolio Characteristics

total number of stocks
32
top 5 stocks percent
44.87%
top 5 sectors percent
63.40%
average market cap
90004.17
portfolio age
3 Yrs, 7 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1%

Hurdle: 10%

Profit Sharing: %

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)