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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

Investment security selection is a comprehensive undertaking necessitating a judicious integration of both numerical data analysis and qualitative assessment. This process must remain closely attuned to overarching investment strategy mandates and prevailing market dynamics. Periodic portfolio evaluations and subsequent modifications are instrumental in enhancing overall returns and ensuring robust risk mitigation.

Investment Objective

Bonanza Growth employs a curated strategy designed to achieve portfolio expansion. Our investment selection process is meticulous, identifying securities with significant upside potential as determined by comprehensive fundamental and technical analysis. The underlying investment philosophy of Bonanza Growth is characterized by rigorous discipline and adherence to a defined framework. This approach prioritizes consistent wealth preservation and appreciation across diverse market conditions.

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 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
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%

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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)