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.
Bonanza Growth
Fund Snapshot
- 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
Fund Overview
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.
The aim is to create a structured portfolio that not only captures momentum opportunities but also holds on to long-term wealth creators.
For investors in Mumbai, the Bonanza portfolio offering brings together Bonanza’s strong nationwide expertise with local market knowledge, making it a practical choice for those seeking personalized strategies within a trusted framework.
Investment Philosophy
Bonanza Growth’s investment philosophy is highly disciplined and follows a well-defined set of rules that focus on conserving and building wealth consistently across market cycles. The philosophy behind the Bonanza portfolio in Mumbai is about identifying businesses with sustainable fundamentals and aligning them with technical insights. This combination provides investors with the right balance of risk management and return potential.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
BONANZA GROWTH
Benchmark: Nifty 50 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Bonanza Portfolio Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹24.81 | 1.14 | 0.88 | 0.99 | 4.69 | 4.64 | 12.57 | 13.34 | 10.98 | 16.56 |
| Benchmark | NA | -1.72 | -6.30 | -9.87 | -3.84 | 3.35 | 9.53 | 10.37 | 9.87 | 11.04 |
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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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.