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Bonanza Portfolio Multicap PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Bonanza Portfolio Multicap PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of -6.65%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Bonanza Portfolio Multicap PMS Strategy or Investment Approach - PMS Details

Strategy Name

Multicap

Start Date

05 July 2018

Category

MULTI CAP & FLEXI CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Achin Goel

1 Yr. Return

-6.65%

3 Yr. Return

19.35%

5 Yr. Return

37.18%

Bonanza Portfolio Multicap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

40

Top 5 Stocks%

24.54%

Top 5 Sectors%

65.18%

Portfolio Age

6 Yrs, 9 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Bonanza Portfolio Multicap PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Bonanza Portfolio Multicap PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

3.73%

Small Cap

92.35%

Cash & Equivalent

3.92%

Check out Business Opportunities with Similar Brands

Bonanza Portfolio Multicap Portfolio Strategy - Top 5 Sectors

Healthcare

12.52%

Fast Moving Consumer Goods

7.89%

Capital Goods

25.11%

Chemicals

12.83%

Textiles

6.83%

Customer ratings and reviews of Bonanza Portfolio Multicap PMS Strategy

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