Bonanza value aims to provide long term capital appreciation primarily by selecting and investing in securities perceived to be deeply undervalued with strong fundamentals and growth prospect. In this investment mandate, they pick an idea which would be next multi-bagger and where company’s product service have potential to command niche in its segment.
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 Value | 0.75% | -3.38% | -7.95% | -14.17% | 3.86% | 17.18% | 17.25% | 10.21% | 18.25% |
| Nifty 50 TRI | -0.28% | 6.33% | 2.92% | 11.88% | 10.98% | 14.32% | 14.68% | 14.04% | 14.03% |
Portfolio Holdings
| Holding | % |
|---|---|
| BANK OF INDIA | 6.28 |
| GOODLUCK INDIA LIMITED | 5.75 |
| CANARA BANK | 5.07 |
| SAGILITY LIMITED | 4.80 |
| TENNECO CLEAN AIR INDIA L | 4.77 |
Sector Allocation
| Holding | % |
|---|---|
| Business Services | 9.69 |
| Ship Building | 9.35 |
| Capital Goods | 9.25 |
| IT | 6.87 |
| Automobile & Ancillaries | 4.86 |
| Automobile & Ancillaries | 14.75 |
| Bank | 11.35 |
| Iron & Steel | 5.77 |
| Business Services | 4.80 |
| Chemicals | 4.76 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 14.35 |
| Mid Cap | 25.01 |
| Small Cap | 40.64 |
| Cash | 20.00 |
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 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
