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BONANZA AEGIS

BONANZA AEGIS is a Equity Portfolio Management Service launched by Bonanza Portfolio Limited on May 2022. Managed by Achin Goel, the fund holds ₹105 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a AMC : 1%% fixed fee and AMC: 0% Hurdle : 10% Profit Sharing : 20% % performance fee. Trailing returns: 9.28% (1Y), 20.86% CAGR (3Y), 22.44% since inception. Performance data as of July 2026.

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BONANZA AEGIS

Bonanza Portfolio Limited

104.82 CR AUM

BONANZA AEGIS

BONANZA AEGIS

Bonanza Portfolio Limited

104.82 CR AUM

Nifty 50 TRI
Benchmark
4yr 2mo
Age
EQUITY
Strategy
AMC : 1%
Fixed Fees
AMC: 0% Hurdle : 10% Profit Sharing : 20%
Variable Fees
1st year : 1% 2nd year obnwards : NIL
Exit Load
Nifty 50 TRI
Benchmark
4yr 2mo
Age
EQUITY
Strategy
AMC : 1%
Fixed Fees
AMC: 0% Hurdle : 10% Profit Sharing : 20%
Variable Fees
1st year : 1% 2nd year obnwards : NIL
Exit Load
Fund manager

achin goel

Fund Manager
EQUITYStrategies

He began his career by leading Bonanza's online broking division for over five years before heading the company's wealth management vertical. His current responsibilities involve managing diverse portfolio strategies within the PMS segment. Known for his strengths in portfolio management, financial planning, product expertise, leadership, and conflict resolution, Mr. Goel is dedicated to delivering industry-leading returns. He employs technology-driven solutions and relies on a dedicated research team to provide strategic, informed investment decisions and comprehensive client support.

He began his career by leading Bonanza's online broking division for over five years before heading the company's wealth management vertical. His current responsibilities involve managing diverse portfolio strategies within the PMS segment. Known for his strengths in portfolio management, financial planning, product expertise, leadership, and conflict resolution, Mr. Goel is dedicated to delivering industry-leading returns. He employs technology-driven solutions and relies on a dedicated research team to provide strategic, informed investment decisions and comprehensive client support.

What is this fund's investment objective?

Bonanza Aegis aims to identify and invest in business ideas having strong potential to outperform the market and its peers in near future by virtue of its inherent fundamental and technical strength. Aegis strategy has been curated keeping risk management at the forefront.

How has BONANZA AEGIS performed?

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Wealth Creation Calculator

1M IA return
0.95%
1M benchmark return
1.67%
Alpha
-0.72%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.95%
1M benchmark return
1.67%
Alpha
-0.72%
1M Wealth multiple
1.01x

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