- Manager
- Bonanza Portfolio
- Service
- Discretionary
- Asset class
- Equity
Bonanza Edge
+11.37%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Bonanza Portfolio’s Bonanza Edge returned 11.37% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹105 crore across its clients.
Key numbers
- AUM
- ₹105 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 1.35×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.65% | −6.03% | +1.38% |
| 3 months | +3.69% | −4.91% | +8.60% |
| 6 months | +30.25% | +2.13% | +28.12% |
| 1 year | +11.37% | −7.09% | +18.46% |
| 2 years | −1.36% | −5.29% | +3.93% |
| 3 years | +14.24% | +6.06% | +8.18% |
| 4 years | +20.91% | +8.48% | +12.43% |
| 5 years | +16.73% | +6.38% | +10.35% |
| Since inception | +18.83% | +12.77% | +6.06% |
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 equity83.85%₹88.06 Cr
- Cash and other12.56%₹13.19 Cr
- Mutual funds3.52%₹3.70 Cr
- Unlisted equity0.07%₹0.07 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.66 Cr
- Outflow, Sep 2026
- ₹1 Cr
- Net, Sep 2026
- ₹2.66 Cr
- Net, FY to date
- ₹1.66 Cr
- Turnover, month
- 0.19×
- Turnover, past year
- 1.35×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bonanza Edge returned?
11.37% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.65%; 3 months: 3.69%; 6 months: 30.25%; 1 year: 11.37%; 2 years: −1.36%; 3 years: 14.24%; 4 years: 20.91%; 5 years: 16.73%; Since inception: 18.83%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 18.46 percentage points ahead.
How much does Bonanza Edge manage?
₹105 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 Edge?
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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