Bonanza Growth Strategy PMS


Key Portfolio Attributes

Inception Date: 06th April, 2010

Fund Manager Name: Achin Goel

Investment Objective

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.

Portfolio Strategy

• Investment into companies with consistent track record
• Focus on companies having excellent growth record but currently on high growth/ momentum trajectory
• Major allocation across large cap and mid cap stocks
• Primarily bottom-up approach
• Use of technical for entry price

Investment Philosophy

Bonanza Growth’s investment philosophy is highly disciplined and follows well defined set of rules that focus on conserving and building wealth consistently across market cycles.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Bonanza Growth-1.00%3.16%16.81%39.07%17.23%18.31%16.45%20.89%18.50%
NSE 2001.57%2.92%14.09%30.08%14.39%16.31%15.28%14.16%12.24%

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 63.05
Mid Cap 8.79
Small Cap 0.05
Cash 28.10

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Mar 2024. 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 23.


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Do Not Simply Invest, Make Informed Decisions

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