Bonanza Portfolio Limited • Equity
Bonanza Aegis is an equity portfolio management service (PMS) strategy run by Bonanza Portfolio Limited, launched on 11 May 2022. As of 30 Sep 2026, it manages ₹121 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +26.41% over 1 year and +18.93% over 3 years (+23.15% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 12.87 percentage points ahead of its benchmark. Its 3-year return ranks 10th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Achin Goel.
Ranked nearby on 3-year return: Seers Enduring Portfolio (+21.02%), Varanium G2G India Portfolio - 00010051 (+19.58%), Reverse Research (+18.37%), MAS Prime (+18.00%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | +5.14% |
| 3 Months | +7.93% |
| 1 Year | +26.41% |
| 3 Years | +18.93% |
| Since Inception | +23.15% |
| management fee | Fixed Fees: AMC : 1% |
| performance fee | Variable Fees: AMC: 0% Hurdle : 10% Profit Sharing : 20% |
| exit load | 1st year : 1% 2nd year obnwards : NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callBonanza Aegis has a 1-year return of +26.41%, a 3-year return of +18.93% and +23.15% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Bonanza Aegis returned +18.93% against +6.06% for the Nifty 50 TRI, 12.87 percentage points ahead. Over 1 year it returned +26.41% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, Bonanza Aegis's 3-year return of +18.93% ranks 10th as of 30 Sep 2026.
Bonanza Aegis is managed by Achin Goel at Bonanza Portfolio. The strategy manages ₹121 Cr of client assets as of 30 Sep 2026.
Bonanza Aegis manages ₹121 Cr of client assets as of 30 Sep 2026.
The fee structure for Bonanza Aegis includes: management fee: Fixed Fees: AMC : 1%; performance fee: Variable Fees: AMC: 0% Hurdle : 10% Profit Sharing : 20%; exit load: 1st year : 1% 2nd year obnwards : NIL.
The minimum investment for Bonanza Aegis is ₹50 Lakhs.
Bonanza Aegis was launched on 11 May 2022. It has a 4-year track record.
Description
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