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BONANZA AEGIS

Bonanza Portfolio Limited

81.51 CR AUM

BONANZA AEGIS

BONANZA AEGIS

Bonanza Portfolio Limited

81.51 CR AUM

Nifty 50 TRI
Benchmark
3yr 11mo
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
3yr 11mo
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.

Purpose

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.

Investment Approach v/s Benchmark Metrics

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1M IA return
-6.61%
1M benchmark return
-11.30%
Alpha
4.69%
1M Wealth multiple
0.93x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-6.61%
1M benchmark return
-11.30%
Alpha
4.69%
1M Wealth multiple
0.93x

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