- SEBI reg.
- INP000000985
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Bonanza Portfolio
₹443 Cr
Assets under management
573 clients · 12 strategies · 30 Sep 2026
Bonanza Portfolio managed ₹443 crore for 573 clients at 30 Sep 2026, across 12 strategies, most of it for domestic individuals and others. In September clients added ₹14.79 crore and withdrew ₹11.03 crore.
Key numbers
- SEBI registration
- INP000000985
- Discretionary AUM
- ₹413 Cr
- Non-discretionary AUM
- ₹30.72 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Bonanza Aegis | Equity | ₹121 Cr | +26.41% | −7.09% |
| Bonanza Edge | Equity | ₹105 Cr | +11.37% | −7.09% |
| Bonanza Prima Fund Aggressive | Equity | ₹56.45 Cr | +7.14% | −7.09% |
| Bonanza Value | Equity | ₹37.29 Cr | +11.62% | −7.09% |
| Bonanza Platinum Alpha Fund | Multi-asset | ₹31.76 Cr | −2.46% | −7.09% |
| Bonanza Optima Strategy | Equity | ₹23.28 Cr | +5.39% | −7.09% |
| Bonanza Growth | Equity | ₹18.74 Cr | −3.85% | −7.09% |
| Bonanza Prudentia | Hybrid | ₹5.79 Cr | +5.64% | −2.65% |
| Bonanza Pulse Sector Fund | Equity | ₹5.73 Cr | +1.54% | −7.09% |
| Bonanza Multicap | Equity | ₹5.08 Cr | +11.29% | −7.09% |
| Bonanza Factorx | Multi-asset | ₹2.22 Cr | — | — |
| Bonanza Prima Fund Conservative | Debt | ₹0.59 Cr | +1.51% | −7.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 508 | ₹376 Cr |
| Domestic individuals and others | Non-discretionary | 29 | ₹30.22 Cr |
| Non-resident Indians | Discretionary | 23 | ₹18.90 Cr |
| Domestic corporates | Discretionary | 12 | ₹17.54 Cr |
| Non-resident Indians | Non-discretionary | 1 | ₹0.50 Cr |
Flows
- Inflow, Sep 2026
- ₹14.79 Cr
- Outflow, Sep 2026
- ₹11.03 Cr
- Net, Sep 2026
- ₹3.75 Cr
- Inflow, FY to date
- ₹90.87 Cr
- Outflow, FY to date
- ₹46.16 Cr
- Net, FY to date
- ₹44.72 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 0
- Received
- 0
- Resolved
- 0
- Pending at end of month
- 0
FAQs
How much does Bonanza Portfolio manage?
₹443 crore for 573 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Bonanza Portfolio have?
573 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Bonanza Portfolio offer?
It reported 12 to SEBI for 30 Sep 2026: Bonanza Aegis, Bonanza Edge, Bonanza Prima Fund Aggressive, Bonanza Value, Bonanza Platinum Alpha Fund, Bonanza Optima Strategy, Bonanza Growth, Bonanza Prudentia, and 4 more.
Is Bonanza Portfolio registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000000985.
Has Bonanza Portfolio had investor complaints?
In September it received 0 and resolved 0; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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