- Manager
- Bonanza Portfolio
- Service
- Discretionary
- Asset class
- Equity
Bonanza Aegis
+26.41%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Bonanza Portfolio’s Bonanza Aegis returned 26.41% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹121 crore across its clients.
Key numbers
- AUM
- ₹121 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 4.67×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | +5.14% | −6.03% | +11.17% |
| 3 months | +7.93% | −4.91% | +12.84% |
| 6 months | +28.65% | +2.13% | +26.52% |
| 1 year | +26.41% | −7.09% | +33.50% |
| 2 years | +5.50% | −5.29% | +10.79% |
| 3 years | +18.93% | +6.06% | +12.87% |
| 4 years | +21.98% | +8.48% | +13.50% |
| Since inception | +23.15% | +9.18% | +13.97% |
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.
Portfolio mix
- Listed equity93.14%₹112 Cr
- Cash and other6.12%₹7.38 Cr
- Mutual funds0.75%₹0.90 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.99 Cr
- Outflow, Sep 2026
- ₹1.97 Cr
- Net, Sep 2026
- ₹3.02 Cr
- Net, FY to date
- ₹14.49 Cr
- Turnover, month
- 0.61×
- Turnover, past year
- 4.67×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bonanza Aegis returned?
26.41% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 5.14%; 3 months: 7.93%; 6 months: 28.65%; 1 year: 26.41%; 2 years: 5.50%; 3 years: 18.93%; 4 years: 21.98%; Since inception: 23.15%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 33.50 percentage points ahead.
How much does Bonanza Aegis manage?
₹121 crore at 30 Sep 2026, as reported to SEBI.
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.
Who manages Bonanza Aegis?
Bonanza Portfolio, a SEBI-registered portfolio manager (INP000000985), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
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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