Affluense AI AFFLUENSE

Value

Bonanza Portfolio Limited
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
2 September 2011
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

The selection of investable instruments is a comprehensive undertaking necessitating a judicious integration of both statistical and fundamental evaluations. This process must be harmonized with the overarching investment strategy and prevailing market dynamics. Periodic re-evaluation and recalibration of the asset allocation are instrumental in enhancing returns and prudently mitigating exposure to potential risks.

Investment Objective

Bonanza Value's investment strategy is focused on achieving sustained long-term capital growth. This is primarily accomplished by identifying and investing in securities that are believed to be significantly undervalued, exhibiting robust fundamentals and promising growth potential. Within this investment objective, our approach is to select promising opportunities with the potential to become substantial wealth creators, identifying companies whose products or services are positioned to capture a distinct leadership position within their respective market segments.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.75% -0.28% 1.03%
3 MONTHS -3.38% 6.33% -9.71%
6 MONTHS -7.95% 2.92% -10.87%
1 YEAR -14.17% 11.88% -26.05%
2 YEAR 3.86% 10.98% -7.12%
3 YEAR 17.18% 14.32% 2.86%
5 YEAR 17.25% 14.68% 2.57%
SINCE INCEPTION 18.25% 14.03% 4.22%

Calendar Year Performance

Year Return
CY 2025 -14.17%
CY 2024 25.67%
CY 2023 49.03%
CY 2022 0.80%
CY 2021 38.83%
CY 2020 30.65%
CY 2019 -4.65%
CY 2018 -25.84%
CY 2017 34.38%
CY 2016 -3.79%
CY 2015 32.63%
CY 2014 112.90%
CY 2013 0.70%

Financial Year Performance

Year Return
FY 26_YTD 4.13%
FY 25 -7.21%
FY 24 85.03%
FY 23 -9.53%
FY 22 22.75%
FY 21 58.58%
FY 20 -12.62%
FY 19 -11.89%
FY 18 3.47%
FY 17 23.65%
FY 16 24.56%
FY 15 82.30%
FY 14 7.65%
FY 13 0.70%

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
14.35%
Mid Cap
22.80%
Small Cap
42.89%
Cash & Equivalent
19.97%

Top 5 Holdings

  • Cash & Cash Equivalents 19.97%
  • L&T Technology Services Limited 7.63%
  • Bank of India 6.12%
  • Sagility India Limited 4.98%
  • Atul Limited. 4.98%

Top 5 Sectors

  • Information Technology 19.90%
  • Capital Goods 9.49%
  • Financial Services 8.55%
  • Automobile and Auto Components 8.19%
  • Healthcare 7.84%

Portfolio Characteristics

total number of stocks
30
top 5 stocks percent
43.68%
top 5 sectors percent
53.97%
average market cap
69466.46
portfolio age
14 Yrs, 3 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 2%

Hurdle: 12%

Profit Sharing: %

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

Interested in ?

Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.

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)