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Bonanza Prima Fund-Aggressive

Bonanza Portfolio Limited

38.34 CR AUM

Bonanza Prima Fund-Aggressive

Bonanza Prima Fund-Aggressive

Bonanza Portfolio Limited

38.34 CR AUM

Nifty 50 TRI
Benchmark
2yr 4mo
Age
EQUITY
Strategy
AMC 1% PA
Fixed Fees
NIL
Variable Fees
1ST YEAR 1%
Exit Load
Nifty 50 TRI
Benchmark
2yr 4mo
Age
EQUITY
Strategy
AMC 1% PA
Fixed Fees
NIL
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 Prima is to blend investments across different asset classes by investing primarily in mutual funds, direct stocks and other securities having growth potential.Equity stocks up to 50% Equity oriented mutual funds up to 100% Debt oriented mutual funds up to 20% Other mutual funds up to 30%

Investment Approach v/s Benchmark Metrics

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1M IA return
9.41%
1M benchmark return
7.49%
Alpha
1.92%
1M Wealth multiple
1.09x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
9.41%
1M benchmark return
7.49%
Alpha
1.92%
1M Wealth multiple
1.09x

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