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) |
|---|---|---|---|
| 5.23% | 0.85 | 14.81% | 64.02% |
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 | -9.77% | -8.42% | -6.76% | 0.22% | 0.62% | 11.41% | 10.49% | 15.70% | 15.92% |
| Nifty 50 TRI | -11.30% | -14.44% | -9.02% | -3.99% | 1.19% | 10.03% | 10.01% | 12.54% | 10.77% |
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 0M | 22.71 | Nifty 50 TRI | 15.92% | 33 | 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 | 2.79% | 2.44% | 64.02% | 5.23% | 0.85 | 14.81% | -0.23 | 6.41% | 0.58 | 57.67 % |
| Nifty 500 | 1.75% | 2.23% | 3.98% | 0.84 | 5.72% | 0.57 | 52.38 % | |||
| Nifty Midcap 100 | -5.32% | 1.65% | -3.67% | 0.78 | 3.38% | 0.28 | 46.56 % | |||
| Nifty Smallcap 100 | 3.99% | 1.73% | 5.72% | 0.65 | 6.76% | 0.43 | 50.26 % | |||
| BSE 500 | 2.10% | 2.24% | 4.34% | 0.84 | 5.91% | 0.60 | 52.38 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| GLENMARK PHARMACEUTICALS | 5.80 |
| KEI INDUSTRIES LTD. | 4.57 |
| TVS MOTOR COMPANY LTD | 4.12 |
| HERO MOTOCORP LIMITED | 3.88 |
| EICHER MOTORS LTD | 3.78 |
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 | 19.30 |
| Mid Cap | 23.61 |
| Small Cap | 9.98 |
| Cash | 47.11 |
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 March 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 Mar 26.
