Bonanza Portfolio Limited • Equity
Bonanza Value is an equity portfolio management service (PMS) strategy run by Bonanza Portfolio Limited, launched on 2 Sep 2011. As of 30 Sep 2026, it manages ₹37.29 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +11.62% over 1 year, +12.29% over 3 years and +11.18% over 5 years (+18.42% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 6.23 percentage points ahead of its benchmark. Its 3-year return ranks 50th 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: Infinity Core Equity Approach (+12.37%), SBI Aeon Alpha Portfolio (+12.34%), India Indices (+12.28%), Ambit CALIBER Portfolio - STP (+12.27%).
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 | -3.26% |
| 3 Months | +1.90% |
| 1 Year | +11.62% |
| 3 Years | +12.29% |
| 5 Years | +11.18% |
| Since Inception | +18.42% |
| management fee | Fixed Fees: Amc : 2% p.a. |
| performance fee | Variable Fees: AMC : 0% Hurdle : 12% p.a. Profit Sharing : 25% p.a. |
| 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 Value has a 1-year return of +11.62%, a 3-year return of +12.29%, a 5-year return of +11.18% and +18.42% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Bonanza Value returned +11.18% against +6.38% for the Nifty 50 TRI, 4.80 percentage points ahead. Over 3 years it returned +12.29% against +6.06%; Over 1 year it returned +11.62% 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 Value's 3-year return of +12.29% ranks 50th as of 30 Sep 2026.
Bonanza Value is managed by Achin Goel at Bonanza Portfolio. The strategy manages ₹37.29 Cr of client assets as of 30 Sep 2026.
Bonanza Value manages ₹37.29 Cr of client assets as of 30 Sep 2026.
The fee structure for Bonanza Value includes: management fee: Fixed Fees: Amc : 2% p.a.; performance fee: Variable Fees: AMC : 0% Hurdle : 12% p.a. Profit Sharing : 25% p.a.; exit load: 1st year : 1% 2nd year onwards : NIL.
The minimum investment for Bonanza Value is ₹50 Lakhs.
Bonanza Value was launched on 2 Sep 2011. It has a 15-year track record.
Description
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