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 Value
Fund Snapshot
- Investment into emerging leaders with consistent track record
- Focus on companies having excellent Fundamentals for over 5 to 10 years
- Primarily allocation across mid cap and small cap stocks
- Sector agnostic investment approach
- Use of both top-down and bottom-up approach
- Have at least one of Catalyst for earnings growth by plant expansion, new clients addition, new market , new products ,debt reduction, underlying raw material cost reduction, new orders getting executed in next 1-2 years
Fund Overview
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, we pick an idea which would be next multi-bagger and where company’s product/ service have potential to command niche in its segment.
Investment Philosophy
Bonanza Value’s investment philosophy is to focus on turn around companies having potential to yield 2-3X returns having imminent unique positioning / growth catalyst.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
BONANZA VALUE
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 | ₹30.06 | 1.67 | 7.99 | 13.04 | 7.97 | -1.28 | 20.28 | 17.78 | 14.16 | 18.68 |
| Benchmark | NA | -1.72 | -6.30 | -9.87 | -3.84 | 3.35 | 9.53 | 10.37 | 9.87 | 12.62 |
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.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The Bonanza Value strategy focuses on generating long-term capital appreciation by investing in fundamentally strong yet undervalued companies that have the potential to become future multi-baggers. The portfolio mainly targets emerging leaders across mid-cap and small-cap segments.
The strategy invests in companies with: Consistent financial track records over 5–10 years Strong business fundamentals Scalable business models Clear growth catalysts such as plant expansion, new product launches, debt reduction, or market expansion opportunities.
No. Bonanza Value follows a sector-agnostic investment approach. The fund managers identify opportunities across industries based on valuation comfort, earnings visibility, and long-term growth potential rather than limiting investments to specific sectors.
Unlike conventional growth strategies that often invest in already expensive high-growth companies, Bonanza Value focuses on turnaround and undervalued opportunities where strong future growth potential is not yet fully reflected in stock prices. The strategy aims to capture early-stage wealth creation opportunities.
This strategy may suit investors who: Have a long-term investment horizon Can tolerate higher volatility associated with mid and small-cap stocks Seek high-growth potential opportunities Want exposure to fundamentally strong businesses with possible 2–3X return potential over time.
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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.