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) |
|---|
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 | -1.37% | 1.81% | -0.79% | 0.85% | 5.84% | 13.15% | 13.56% | 15.53% | 16.86% |
| Nifty 50 TRI | -0.28% | 6.33% | 2.92% | 11.88% | 10.98% | 14.32% | 14.68% | 14.04% | 12.08% |
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 | 15Y 9M | 26.81 | Nifty 50 TRI | 16.86% | 29 | 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 % |
| 0.63% | -2.36% | 65.38% | -1.73% | 0.78 | 15.38% | -0.49 | 6.63% | 0.58 | 59.34 % | |
| 0.07% | -0.19% | -0.12% | 0.74 | 5.86% | 0.55 | 53.85 % | ||||
| -4.55% | 4.15% | -0.40% | 0.62 | 3.71% | 0.29 | 48.35 % | ||||
| -1.96% | 5.32% | 3.36% | 0.44 | 6.54% | 0.40 | 50.55 % | ||||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| CANARA BANK | 5.20 |
| TD POWER SYSTEMS LTD. | 4.93 |
| HERO MOTOCORP LIMITED | 4.42 |
| KEI INDUSTRIES LTD. | 4.20 |
| MAHINDRA & MAHINDRA LTD | 4.13 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 24.77 |
| Bank | 13.50 |
| Realty | 7.88 |
| IT | 5.95 |
| Finance | 4.68 |
| Automobile & Ancillaries | 19.83 |
| Capital Goods | 16.58 |
| Bank | 12.90 |
| Electricals | 8.99 |
| Healthcare | 4.86 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 36.31 |
| Mid Cap | 22.18 |
| Small Cap | 9.61 |
| Cash | 31.90 |
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 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Aug 25.
