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Bonanza OPTIMA Strategy

Bonanza OPTIMA Strategy is a Equity Portfolio Management Service launched by Bonanza Portfolio Limited on July 2024. Managed by Achin Goel, the fund holds ₹23 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a AMC : 0.25% PER QUARTER PAYABLE ON AVERAGE DAILY NAV COMPUTED AND CHARGED ON QUARTERLY BASIS% fixed fee. Trailing returns: 4.78% (1Y), 3.71% since inception. Performance data as of July 2026.

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Bonanza OPTIMA Strategy

Bonanza Portfolio Limited

23.03 CR AUM

Bonanza OPTIMA Strategy

Bonanza OPTIMA Strategy

Bonanza Portfolio Limited

23.03 CR AUM

Nifty 50 TRI
Benchmark
2yr 0mo
Age
EQUITY
Strategy
AMC : 0.25% PER QUARTER PAYABLE ON AVERAGE DAILY NAV COMPUTED AND CHARGED ON QUARTERLY BASIS
Fixed Fees
NIL
Variable Fees
1ST YEAR
Exit Load
Nifty 50 TRI
Benchmark
2yr 0mo
Age
EQUITY
Strategy
AMC : 0.25% PER QUARTER PAYABLE ON AVERAGE DAILY NAV COMPUTED AND CHARGED ON QUARTERLY BASIS
Fixed Fees
NIL
Variable Fees
1ST YEAR
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?

The investment objective of the Strategy is to generate income and capital appreciation from a portfolio primarily investing in mutual funds to achieve optimal portfolio construction. Mutual funds up to 100% Cash and Cash equivalents up to 50%

How has Bonanza OPTIMA Strategy performed?

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1M IA return
1.38%
1M benchmark return
1.67%
Alpha
-0.29%
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
1.38%
1M benchmark return
1.67%
Alpha
-0.29%
1M Wealth multiple
1.01x

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