Bonanza Portfolio Limited • Equity
Bonanza Prima Fund-Conservative is an equity portfolio management service (PMS) strategy run by Bonanza Portfolio Limited, launched on 3 Mar 2024. As of 30 Sep 2026, it manages ₹0.59 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +1.51% over 1 year (+5.75% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 8.60 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Achin Goel.
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 | -3.29% |
| 3 Months | -1.96% |
| 1 Year | +1.51% |
| Since Inception | +5.75% |
| management fee | Fixed Fees: AMC 1% P A |
| exit load | 1ST YEAR 1% |
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 Prima Fund-Conservative has a 1-year return of +1.51% and +5.75% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Bonanza Prima Fund-Conservative returned +1.51% against -7.09% for the Nifty 50 TRI, 8.60 percentage points ahead. Figures as of 30 Sep 2026.
Bonanza Prima Fund-Conservative is managed by Achin Goel at Bonanza Portfolio. The strategy manages ₹0.59 Cr of client assets as of 30 Sep 2026.
Bonanza Prima Fund-Conservative manages ₹0.59 Cr of client assets as of 30 Sep 2026.
The fee structure for Bonanza Prima Fund-Conservative includes: management fee: Fixed Fees: AMC 1% P A; exit load: 1ST YEAR 1%.
The minimum investment for Bonanza Prima Fund-Conservative is ₹50 Lakhs.
Bonanza Prima Fund-Conservative was launched on 3 Mar 2024. It has a 2-year track record.
Description
All Bonanza Portfolio PMS strategies →Browse all PMS strategies in India →