Bonanza Portfolio PMS strategies
Bonanza Portfolio runs 13 portfolio management strategies listed with APMI, managing ₹412 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Bonanza Aegis | Equity | Achin Goel | ₹121 Cr | +18.93% | +12.87 pts | 1% fixed or 20% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| Bonanza Edge | Equity | Achin Goel | ₹105 Cr | +14.24% | +8.18 pts | 1% fixed or 15% of profits over 8% | ₹50 Lakhs | Sep 2026 |
| Bonanza Prima Fund-Aggressive | Equity | Achin Goel | ₹56.45 Cr | — | — | 1% fixed | ₹50 Lakhs | Sep 2026 |
| Bonanza Value | Equity | Achin Goel | ₹37.29 Cr | +12.29% | +6.23 pts | 2% fixed or 25% of profits over 12% | ₹50 Lakhs | Sep 2026 |
| Bonanza Platinum Alpha Fund | Equity | Achin Goel | ₹31.76 Cr | — | — | 2.5% fixed or 1% + 20% of profits over 12% | ₹50 Lakhs | Sep 2026 |
| Bonanza OPTIMA Strategy | Equity | Achin Goel | ₹23.28 Cr | — | — | 0.25% fixed | ₹50 Lakhs | Sep 2026 |
| Bonanza Growth | Equity | Achin Goel | ₹18.74 Cr | +6.21% | +0.15 pts | 1% fixed or 15% of profits over 8% | ₹50 Lakhs | Sep 2026 |
| Bonanza Pulse Sector Fund | Equity | Achin Goel | ₹5.73 Cr | — | — | 1% fixed or 20% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| Bonanza Multicap | Equity | Achin Goel | ₹5.08 Cr | +12.20% | +6.14 pts | 1% fixed or 15% of profits over 10% | ₹50 Lakhs | Sep 2026 |
| Bonanza Prudentia | Hybrid | — | ₹5.01 Cr | — | — | — | ₹50 Lakhs | — |
| Bonanza Factorx | Multi Asset | — | ₹2.4 Cr | — | — | — | ₹50 Lakhs | — |
| Bonanza Prima Fund-Conservative | Equity | Achin Goel | ₹0.59 Cr | — | — | 1% fixed | ₹50 Lakhs | Sep 2026 |
| Bonanza Prima Fund-Moderate | — | Achin Goel | — | — | — | 1% fixed | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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