Affluense AI AFFLUENSE

Growth

Bonanza Portfolio Limited
PMS Mid & Large Cap
Benchmark
Nifty 50 TRI
Inception Date
6 April 2010
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

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.

Investment Objective

Bonanza Growth aims to provide growth-oriented approach to portfolio by cherry picking securities we believe have high potential based on both fundamental and technical research. Bonanza Growth investment philosophy is highly disciplined and follows well defined set of rules that focus on conserving and building wealth consistently across market cycles

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.37% -0.28% -1.09%
3 MONTHS 1.81% 6.33% -4.52%
6 MONTHS -0.79% 2.92% -3.71%
1 YEAR 0.85% 11.88% -11.03%
2 YEAR 5.84% 10.98% -5.14%
3 YEAR 13.15% 14.32% -1.17%
5 YEAR 13.56% 14.68% -1.12%
SINCE INCEPTION 16.86% 12.08% 4.78%

Calendar Year Performance

Year Return
CY 2025 0.85%
CY 2024 11.08%
CY 2023 29.35%
CY 2022 0.07%
CY 2021 30.26%
CY 2020 25.97%
CY 2019 8.04%
CY 2018 -7.40%
CY 2017 54.37%
CY 2016 15.31%
CY 2015 5.04%
CY 2014 67.25%
CY 2013 16.13%
CY 2012 41.20%
CY 2011 -16.36%
CY 2010 9.04%

Financial Year Performance

Year Return
FY 26_YTD 9.85%
FY 25 1.01%
FY 24 36.60%
FY 23 -1.17%
FY 22 20.51%
FY 21 63.85%
FY 20 -21.09%
FY 19 13.74%
FY 18 24.35%
FY 17 42.85%
FY 16 -6.97%
FY 15 65.66%
FY 14 31.09%
FY 13 17.36%
FY 12 1.67%
FY 11 -1.71%

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

Fund Managers

Achin Goel

Fund Manager

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.

Portfolio Details

Portfolio Composition

Large Cap
32.34%
Mid Cap
26.18%
Small Cap
9.61%
Cash & Equivalent
31.87%

Top 5 Holdings

  • Cash & Cash Equivalents 31.87%
  • L&T Technology Services Limited 5.02%
  • Glenmark Pharmaceuticals ltd 4.88%
  • Kei Industries Ltd. 4.36%
  • Tvs Motor Company Ltd. 4.01%

Top 5 Sectors

  • Automobile and Auto Components 19.63%
  • Capital Goods 14.63%
  • Financial Services 12.55%
  • Information Technology 10.14%
  • Healthcare 7.84%

Portfolio Characteristics

total number of stocks
36
top 5 stocks percent
50.14%
top 5 sectors percent
64.79%
average market cap
208732.24
portfolio age
15 Yrs, 8 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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

Affluense AI – Smarter Insights. Stronger Relationships with Affluents.

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

© 2026 Affluense AI