- Category
- III
- Strategy
- Long-short
- Fund house
- Bonanza Portfolio
Bonanza Opportunity Fund
+6.93%
1-year return, after expenses, before performance fee and tax
Benchmark NIFTY 500 · data as of 31 Aug 2026
Bonanza Opportunity Fund, a Category III long-short AIF from Bonanza Portfolio, returned 6.93% (after expenses, before performance fee and tax) in the year to 31 Aug 2026. It began on 1 Aug 2025 and manages ₹26.61 crore.
Key numbers
- AUM
- ₹26.61 Cr
- Benchmark
- NIFTY 500
- Launched
- 1 Aug 2025
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before performance fee and tax
Returns
| Period | This fund | NIFTY 500 |
|---|---|---|
| 1 month | +3.36% | −0.04% |
| 3 months | +4.33% | +3.50% |
| 6 months | +9.24% | +1.22% |
| 1 year | +6.93% | +4.40% |
| Since inception | +6.34% | +2.34% |
After expenses, before performance fee and tax, as Bonanza Portfolio reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-short
- Market-cap style
- Multi-asset
- Asset type
- Equity
- Benchmark
- NIFTY 500
- Fund manager
- Puneet Kinra
Market-cap mix
- Large cap10.25%
- Mid cap6.00%
- Small cap58.92%
- Other5.92%
- Cash18.91%
The five largest holdings are 15.06% of the portfolio.
Investment approach
The primary Objective and purpose of the Scheme is to carry on the activity of an open – ended Category III AIF and for this purpose to arrange, make, manage and dispose of investments with the view to achieve long term capital appreciation to Contributors and to deliver superior Risk Adjusted Return by using a long and/or long-short strategies through investing in Equity and Equity-linked instruments listed on the Stock Exchanges in accordance with Applicable Laws and Scheme Documents.
The Scheme will primarily and at its core, be a listed market focused Fund and will aim to generate long-term capital growth and/or absolute returns from a portfolio including but not limited to investing in equity(listed/unlisted), debt (listed/unlisted), equity/ commodity/ currency derivatives, and/or such other securities as permissible under the Regulations and the Applicable Laws. The Scheme may also engage in leverage and/or borrowing activities subject to conditions in the Applicable Laws.
About the fund manager
Mr Puneet Kinra — AVP (Quant & Technical Systems)
Mr. Puneet Kinra serves as Assistant Vice President i.e. AVP (Quant & Technical Systems) at Bonanza Portfolio ltd, where he oversees Algorithmic Trading Strategies for Equity & Derivative markets. With over 20+ years of experience in Research across Capital Markets including Algorithmic Trading , Portfolio Management & Retail Trading for Indices, stocks, Futures & Options. He has expertized in both quantitative & Qualitative Research. He has excellent track record of generating consistent returns from market over the years. Apart from Equity market, He also has good command on Commodity Market, Forex Market and International Markets. For over a decade, Mr. Puneet Kinra has also provided expert market advice to various Business News Channels like Zee Business, CNBC AWAAZ, ET Now and various financial Newspapers like Economic Times, Business Standard and Financial Websites like Moneycontrol.com etc. He is best known for predicting major turning points in Equity market.
As the fund house describes it.
FAQs
What has Bonanza Opportunity Fund returned?
6.93% (1-year return) to 31 Aug 2026, after expenses, before performance fee and tax, as Bonanza Portfolio reports it. 1 month: 3.36%; 3 months: 4.33%; 6 months: 9.24%; 1 year: 6.93%; Since inception: 6.34%.
What kind of AIF is Bonanza Opportunity Fund?
A Category III AIF following a long-short strategy, with a multi-asset style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does Bonanza Opportunity Fund manage?
₹26.61 crore as of 31 Aug 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Bonanza Opportunity Fund’s stated minimum is ₹1 crore.
Who manages Bonanza Opportunity Fund?
Bonanza Portfolio runs it; the fund manager is Puneet Kinra.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Bonanza Opportunity Fund’s are after expenses, before performance fee and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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