About Company
Bonanza Portfolio Limited
Bonanza is one of the fastest-growing companies in the financial services space in India with a trust of more than 2.5 decades. Since its inception in 1994, Bonanza has been helping millions of investors to navigate their investing journey with ease. Bonanza offers a one-stop solution for all investing needs ranging from equity, mutual funds, and insurance and depository services. With over 1700 outlets and service in over 600 cities across India and the UAE, Bonanza has a widespread presence which is increasing every year.For investors looking for reliable options like the Bonanza portfolio in Mumbai, this presence ensures personalized access and a deep understanding of local market requirements.
Fund Snapshot
|
Category |
Category III AIF |
|
Type |
Long-Short |
|
Leverage & Derivatives |
Offers upto 2x leverage and use derivatives i.e. Futures and Options |
|
Downside Protection |
Has potential to hedge downside risk through shorting or options strategies |
|
Dynamic Market Strategies |
Adapts across bull, bear, sideways, and volatile markets using long and short tactical strategies. |
|
Taxed at Fund Level |
Income is taxed at the fund level, allowing investors to receive simplified, post-tax returns efficiently. |
|
Diversification and Return Potential |
Invests across Equity, Derivatives, Commodities, Debt, and Currency to unlock uncorrelated return opportunities. |
|
Minimum Investment |
₹1 Crore, as stipulated under SEBI (AIF) Regulations, 2012 |
|
Eligible to invest |
High-Net-Worth Individuals (HNIs), Ultra-HNIs, Non-Resident Indians (NRIs), family offices, trusts, and institutional investors |
|
Leverage permitted |
May employ leverage of up to two times (2×) the Net Asset Value (NAV) of the fund |
Bonanza Opportunity Fund is a Category III long–short fund that seeks to generate alpha with a disciplined focus on risk management, aiming to provide an all-weather solution for long-term wealth creation.
Capturing India’s Growth Opportunities
India's GDP is expected to be $ 7 Trillion by 2030, its exceptional economic momentum makes it a standout destination for long-term wealth creation. Bonanza Opportunity Fund identifies, evaluate, and capitalize on high-conviction opportunities across India's structural growth drivers to generate superior risk-adjusted returns for our investors.
Why Choose CAT III Long-Short AIF?
Long–Short AIF Category III allows leverage and derivative strategies to enhance returns in rising markets and protect capital during corrections, aiming for consistent alpha across cycles.
Why Bonanza Opportunity Fund Stands Apart
Twin Portfolio Framework
Main Portfolio + Derivatives Portfolio
Diversified Alpha Sources
Tap into Equities, Commodities, and Derivatives for balanced growth.
Trusted & Transparent
Independently audited framework
Future-Focused Model
Built for wealth resilience in changing markets
No Lock-In, Monthly Liquidity
Flexibility tailored for HNIs
Downside Protection
Hedge positions to safeguard capital during market corrections.
Investment Process
A disciplined, end-to-end framework focused on long-term wealth creation with prudent risk management.
Fundamental Screening
Macro sector identification & stock selection based on rigorous, in-depth analysis of company fundamentals and market position.
Quant Validation
We employ quantitative models to validate our fundamental analysis, ensuring that our investment decisions are backed by data.
Portfolio Construction
A diversified portfolio is built by carefully selecting securities that align with our long-term strategic objectives and risk tolerance.
Risk Management
Continuous risk assessment and management strategies are implemented to protect capital and mitigate market volatility.
Disciplined Exit
Our exit strategy is as disciplined as our entry, based on predefined criteria to realize gains and reallocate capital effectively.
Key risks involved
All investments in securities and AIF strategies are subject to market risks, including price and liquidity risks. The use of derivatives and leverage can increase both potential gains and potential losses. The fund follows a risk-managed investment framework; however, capital protection or returns are not guaranteed.
How and when is performance reported to investors?
The fund provides periodic performance disclosures in line with SEBI requirements, including:
- Monthly NAV statements for each investor’s units
- Quarterly reports on portfolio holdings and risk exposure
- Other regulatory disclosures as required
Listen to expert conversations and investment insights anytime on Spotify.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Mr. Achin Goel
Achin Goel is a seasoned financial expert currently serving as a Fund Manager and Vice President at Bonanza Portfolio Limited, where he manages high-net-worth portfolios. With over 14 years of experience, he transitioned from a background in chemical technology to become a distinguished CFA and CFP professional. Goel is renowned for his data-driven investment philosophy, often blending algorithmic insights with fundamental research to navigate volatile markets. A frequent contributor to financial media, he emphasizes disciplined asset allocation and a "checklist" approach to investing. His current strategies focus on domestic growth stories, particularly in the financial, defense, and consumer sectors, aiming for long-term alpha generation.
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