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BONANZA PLATINUM ALPHA FUND

Bonanza Portfolio Limited

28.37 CR AUM

BONANZA PLATINUM ALPHA FUND

BONANZA PLATINUM ALPHA FUND

Bonanza Portfolio Limited

28.37 CR AUM

Nifty 50 TRI
Benchmark
1yr 2mo
Age
EQUITY
Strategy
Fixed Fees - 2.5%
Fixed Fees
AMC - 1% P.A Hurdle - 12% performance - 20%
Variable Fees
1st Year - 1%
Exit Load
Nifty 50 TRI
Benchmark
1yr 2mo
Age
EQUITY
Strategy
Fixed Fees - 2.5%
Fixed Fees
AMC - 1% P.A Hurdle - 12% performance - 20%
Variable Fees
1st Year - 1%
Exit Load
Fund manager

achin goel

Fund Manager
EQUITYStrategies

He began his career by leading Bonanza's online broking division for over five years before heading the company's wealth management vertical. His current responsibilities involve managing diverse portfolio strategies within the PMS segment. Known for his strengths in portfolio management, financial planning, product expertise, leadership, and conflict resolution, Mr. Goel is dedicated to delivering industry-leading returns. He employs technology-driven solutions and relies on a dedicated research team to provide strategic, informed investment decisions and comprehensive client support.

He began his career by leading Bonanza's online broking division for over five years before heading the company's wealth management vertical. His current responsibilities involve managing diverse portfolio strategies within the PMS segment. Known for his strengths in portfolio management, financial planning, product expertise, leadership, and conflict resolution, Mr. Goel is dedicated to delivering industry-leading returns. He employs technology-driven solutions and relies on a dedicated research team to provide strategic, informed investment decisions and comprehensive client support.

Purpose

The primary objective of Bonanza Platinum alpha fund is to create alpha by investing across different thematic mutual funds, non-thematic mutual funds, Gold/ Silver mutual funds and other mutual funds. This scheme also takes exposure in direct stocks and other listed securities and asset classes having growth potential.

Investment Approach v/s Benchmark Metrics

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1M IA return
8.04%
1M benchmark return
7.49%
Alpha
0.55%
1M Wealth multiple
1.08x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
8.04%
1M benchmark return
7.49%
Alpha
0.55%
1M Wealth multiple
1.08x

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