Bonanza Growth aims to provide growth-oriented approach to portfolio by cherry picking securities which they believe have high potential based on both fundamental and technical research.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 3.21% | 0.61 | 16.84% | 64.4% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Bonanza Portfolio Limited Growth | -4.32% | -5.05% | -5.62% | 1.43% | -2.01% | 6.91% | 7.80% | 13.11% | 15.92% |
| Nifty 50 TRI | 2.36% | 2.28% | -2.98% | -0.43% | 0.06% | 8.57% | 10.41% | 12.28% | 11.19% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Bonanza Portfolio Limited Growth | Mid & Large Cap | Mr Achin Goel | 06 April 2010 | 16Y 4M | 22.08 | Nifty 50 TRI | 15.92% | 40 | 10 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 8.44% | 1.06% | 64.4% | 9.50% | 0.98 | 16.84% | 0.06 | 6.78% | 0.61 | 58.12 % |
| Nifty 500 | 4.51% | 0.77% | 5.28% | 0.91 | 5.78% | 0.58 | 52.88 % | |||
| Nifty Midcap 100 | -3.25% | 0.4% | -2.85% | 0.77 | 3.16% | 0.27 | 46.60 % | |||
| Nifty Smallcap 100 | 2.99% | 0.22% | 3.21% | 0.61 | 6.28% | 0.40 | 50.26 % | |||
| BSE 500 | 4.98% | 0.77% | 5.75% | 0.92 | 5.99% | 0.61 | 52.88 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 11.93 |
| Bank | 6.45 |
| Realty | 7.88 |
| IT | 5.95 |
| Finance | 7.97 |
| Automobile & Ancillaries | 11.86 |
| Capital Goods | 16.58 |
| Bank | 12.90 |
| Electricals | 4.57 |
| Healthcare | 4.86 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 19.89 |
| Mid Cap | 23.61 |
| Small Cap | 49.11 |
| Cash | 7.39 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st July 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
