Bonanza Portfolio Limited • Equity
Bonanza Edge is an equity portfolio management service (PMS) strategy run by Bonanza Portfolio Limited, launched on 13 Aug 2015. As of 30 Sep 2026, it manages ₹105 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +11.37% over 1 year, +14.24% over 3 years and +16.73% over 5 years (+18.83% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 8.18 percentage points ahead of its benchmark. Its 3-year return ranks 28th 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: Ambit Alpha Growth Portfolio - STP (+14.41%), Multicap Portfolio (+14.36%), Select Direct Growth Portfolio (+14.21%), Girik Multicap Strategy (+13.96%).
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 | -4.65% |
| 3 Months | +3.69% |
| 1 Year | +11.37% |
| 3 Years | +14.24% |
| 5 Years | +16.73% |
| Since Inception | +18.83% |
| management fee | Fixed Fees: AMC Charge : 1% |
| performance fee | Variable Fees: AMC : 0% Hurdle :8% Profit sharing : 15% |
| exit load | 1st year : 1% 2nd year onwards : 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 Edge has a 1-year return of +11.37%, a 3-year return of +14.24%, a 5-year return of +16.73% and +18.83% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Bonanza Edge returned +16.73% against +6.38% for the Nifty 50 TRI, 10.35 percentage points ahead. Over 3 years it returned +14.24% against +6.06%; Over 1 year it returned +11.37% 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 Edge's 3-year return of +14.24% ranks 28th as of 30 Sep 2026.
Bonanza Edge is managed by Achin Goel at Bonanza Portfolio. The strategy manages ₹105 Cr of client assets as of 30 Sep 2026.
Bonanza Edge manages ₹105 Cr of client assets as of 30 Sep 2026.
The fee structure for Bonanza Edge includes: management fee: Fixed Fees: AMC Charge : 1%; performance fee: Variable Fees: AMC : 0% Hurdle :8% Profit sharing : 15%; exit load: 1st year : 1% 2nd year onwards : NIL.
The minimum investment for Bonanza Edge is ₹50 Lakhs.
Bonanza Edge was launched on 13 Aug 2015. It has an 11-year track record.
Description
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