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) |
|---|---|---|---|
| -5.84% | 0.94 | 14.75% | 64.52% |
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 | 1.82% | 0.23% | 7.45% | 11.46% | 5.41% | 14.72% | 14.39% | 16.64% | 16.90% |
| Nifty 50 TRI | -3.04% | -1.45% | 2.64% | 8.97% | 9.27% | 14.08% | 14.54% | 14.24% | 11.79% |
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 10M | 25.91 | Nifty 50 TRI | 16.90% | 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 % |
| Nifty 50 | -7.68% | -1.98% | 64.52% | -9.66% | 0.98 | 14.75% | -0.19 | 6.07% | 0.55 | 56.99 % |
| Nifty 500 | -4.72% | -1.12% | -5.84% | 0.94 | 5.41% | 0.54 | 52.15 % | |||
| Nifty Midcap 100 | -4.70% | -0.2% | -4.90% | 0.73 | 3.23% | 0.27 | 46.77 % | |||
| Nifty Smallcap 100 | 5.70% | 0.77% | 6.47% | 0.60 | 6.46% | 0.41 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
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 31st Jan 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 Dec 25.
