Bonanza OPTIMA Strategy PMS: Returns, AUM & Details

Bonanza OPTIMA Strategy is an equity portfolio management service (PMS) strategy run by Bonanza Portfolio Limited, launched on 1 Jul 2024. As of 30 Sep 2026, it manages ₹23.28 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +5.39% over 1 year (+2.91% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 12.48 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Achin Goel.

AUM: ₹23.28 Cr
vs Nifty 50 TRI (1 year): +12.48 pp
Fund manager: Achin Goel
Minimum investment: ₹50 Lakhs
Data as of: 30 Sep 2026

Returns and AUM as of 30 Sep 2026, as reported to APMI. Last checked 15 Oct 2026. Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.

Fund Manager

Achin Goel

Assets (AUM)

₹23.28 Cr

Benchmark Index

Nifty 50 TRI

Inception Date

01/07/2024

Trailing Returns

Trailing returns (as of 30 Sep 2026)
Period	Return
1 Month	-4.07%
3 Months	-0.83%
1 Year	+5.39%
Since Inception	+2.91%

Standard Management Fees & Hurdle Rates

management fee	Fixed Fees: AMC : 0.25% PER QUARTER PAYABLE ON AVERAGE DAILY NAV COMPUTED AND CHARGED ON QUARTERLY BASIS
exit load	1ST YEAR

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.

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Frequently asked questions about Bonanza OPTIMA Strategy

What are the returns of Bonanza OPTIMA Strategy?

Bonanza OPTIMA Strategy has a 1-year return of +5.39% and +2.91% since inception as of 30 Sep 2026. Past performance is not indicative of future results.

Has Bonanza OPTIMA Strategy beaten its benchmark?

Over 1 year, Bonanza OPTIMA Strategy returned +5.39% against -7.09% for the Nifty 50 TRI, 12.48 percentage points ahead. Figures as of 30 Sep 2026.

Who manages Bonanza OPTIMA Strategy?

Bonanza OPTIMA Strategy is managed by Achin Goel at Bonanza Portfolio. The strategy manages ₹23.28 Cr of client assets as of 30 Sep 2026.

What is the AUM of Bonanza OPTIMA Strategy?

Bonanza OPTIMA Strategy manages ₹23.28 Cr of client assets as of 30 Sep 2026.

What fees does Bonanza OPTIMA Strategy charge?

The fee structure for Bonanza OPTIMA Strategy includes: management fee: Fixed Fees: AMC : 0.25% PER QUARTER PAYABLE ON AVERAGE DAILY NAV COMPUTED AND CHARGED ON QUARTERLY BASIS; exit load: 1ST YEAR.

What is the minimum investment for Bonanza OPTIMA Strategy?

The minimum investment for Bonanza OPTIMA Strategy is ₹50 Lakhs.

When was Bonanza OPTIMA Strategy launched?

Bonanza OPTIMA Strategy was launched on 1 Jul 2024. It has a 2-year track record.

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