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BONANZA VALUE

BONANZA VALUE is a Equity Portfolio Management Service launched by Bonanza Portfolio Limited on September 2011. Managed by Achin Goel, the fund holds ₹31 Cr in AUM and benchmarks against Nifty 50 TRI. Minimum investment is ₹5000000 lakh, with a Amc : 2% p.a.% fixed fee and AMC : 0% Hurdle : 12% p.a. Profit Sharing : 25% p.a.% performance fee. Trailing returns: 4.35% (1Y), 17.32% CAGR (3Y), 18.65% since inception. Performance data as of July 2026.

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BONANZA VALUE

Bonanza Portfolio Limited

31.26 CR AUM

BONANZA VALUE

BONANZA VALUE

Bonanza Portfolio Limited

31.26 CR AUM

Nifty 50 TRI
Benchmark
14yr 10mo
Age
EQUITY
Strategy
Amc : 2% p.a.
Fixed Fees
AMC : 0% Hurdle : 12% p.a. Profit Sharing : 25% p.a.
Variable Fees
1st year : 1% 2nd year onwards : NIL
Exit Load
Nifty 50 TRI
Benchmark
14yr 10mo
Age
EQUITY
Strategy
Amc : 2% p.a.
Fixed Fees
AMC : 0% Hurdle : 12% p.a. Profit Sharing : 25% p.a.
Variable Fees
1st year : 1% 2nd year onwards : 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 value aims to provide long term capital appreciation primarily by selecting and investing in securities perceived to be deeply undervalued with strong fundamentals and growth prospect. In this investment mandate, we pick an idea which would be next multi-bagger and where company's product/ service have potential to command niche in its segment.

How has BONANZA VALUE performed?

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1M IA return
1.05%
1M benchmark return
1.67%
Alpha
-0.62%
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
1.05%
1M benchmark return
1.67%
Alpha
-0.62%
1M Wealth multiple
1.01x

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