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

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

It falls under the LARGE & MID 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 0.61%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Bonanza Portfolio Growth PMS Strategy or Investment Approach - PMS Details

Strategy Name

Growth

Start Date

06 April 2010

Category

LARGE & MID CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Achin Goel

1 Yr. Return

0.61%

3 Yr. Return

12.30%

5 Yr. Return

19.82%

Bonanza Portfolio Growth Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

Not Disclosed

SIP

Not Disclosed

STP

Not Disclosed

Average Market Cap

Not Disclosed

Bonanza Portfolio Growth 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 Growth PMS Investment Approach - Portfolio Composition

Large Cap

37.64%

Mid Cap

18.91%

Small Cap

19.38%

Cash & Equivalent

24.07%

Check out Business Opportunities with Similar Brands

Bonanza Portfolio Growth Portfolio Strategy - Top 5 Sectors

Financial Services

17.22%

Healthcare

10.98%

Information Technology

5.74%

Capital Goods

14.81%

Chemicals

13.77%

Customer ratings and reviews of Bonanza Portfolio Growth PMS Strategy

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