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Bonanza Portfolio Limited
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
13 August 2015
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Investment security selection involves a comprehensive methodology that integrates both objective data analysis and subjective judgment. This process must be consistently aligned with the predetermined investment strategy and prevailing market dynamics. Periodic reassessment and modification of the asset allocation are crucial for enhancing investment returns and proactively mitigating exposure to adverse market events.

Investment Objective

The Bonanza EDGE strategy is designed for the long-term appreciation of capital through a primary allocation to mid and small-cap equities. This investment approach prioritizes securities exhibiting robust earnings growth prospects or presenting unique near-term opportunities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.20% -0.28% -0.92%
3 MONTHS -1.79% 6.33% -8.12%
6 MONTHS -8.66% 2.92% -11.58%
1 YEAR -8.31% 11.88% -20.19%
2 YEAR 5.88% 10.98% -5.10%
3 YEAR 20.33% 14.32% 6.01%
5 YEAR 28.27% 14.68% 13.59%
SINCE INCEPTION 18.87% 15.37% 3.50%

Calendar Year Performance

Year Return
CY 2025 -8.31%
CY 2024 22.26%
CY 2023 55.41%
CY 2022 11.88%
CY 2021 78.11%
CY 2020 14.94%
CY 2019 10.96%
CY 2018 -31.70%
CY 2017 42.20%
CY 2016 27.90%

Financial Year Performance

Year Return
FY 26_YTD 6.62%
FY 25 0.85%
FY 24 72.01%
FY 23 1.64%
FY 22 59.12%
FY 21 105.46%
FY 20 -28.48%
FY 19 -16.10%
FY 18 1.57%
FY 17 43.95%
FY 16 3.46%

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
17.96%
Mid Cap
5.52%
Small Cap
50.21%
Cash & Equivalent
19.98%

Top 5 Holdings

  • Cash & Cash Equivalents 19.98%
  • Neuland Laboratories Limited. 7.49%
  • Vedanta Limited 7.23%
  • RBL Bank Limited 5.88%
  • Indus Towers Limited 5.44%

Top 5 Sectors

  • Financial Services 11.45%
  • Capital Goods 10.01%
  • Fast Moving Consumer Goods 8.20%
  • Services 7.60%
  • Healthcare 7.49%

Portfolio Characteristics

total number of stocks
20
top 5 stocks percent
46.02%
top 5 sectors percent
44.75%
average market cap
47933.98
portfolio age
10 Yrs, 4 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 1%

Hurdle: 8%

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)