Manager
Bonanza Portfolio
Service
Discretionary
Asset class
Equity

Bonanza Growth

−3.85%

1-year return

Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026

Bonanza Portfolio’s Bonanza Growth returned −3.85% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹18.74 crore across its clients.

Key numbers

AUM
₹18.74 Cr
Benchmark
NIFTY 50 TRI
Turnover, past year
3.08×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Bonanza Growth returns against the NIFTY 50 TRI
PeriodThis strategyNIFTY 50 TRIDifference
1 month−5.25%−6.03%+0.78%
3 months−6.00%−4.91%−1.09%
6 months+3.12%+2.13%+0.99%
1 year−3.85%−7.09%+3.24%
2 years−4.22%−5.29%+1.07%
3 years+6.21%+6.06%+0.15%
4 years+9.12%+8.48%+0.64%
5 years+6.28%+6.38%−0.10%
Since inception+15.61%+10.57%+5.04%

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 equity90.66%
  • Cash and other9.34%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹1.63 Cr
Net, Sep 2026
−₹1.63 Cr
Net, FY to date
−₹4.79 Cr
Turnover, month
0.37×
Turnover, past year
3.08×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Bonanza Growth returned?

−3.85% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.25%; 3 months: −6.00%; 6 months: 3.12%; 1 year: −3.85%; 2 years: −4.22%; 3 years: 6.21%; 4 years: 9.12%; 5 years: 6.28%; Since inception: 15.61%.

How has it done against its benchmark?

Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 3.24 percentage points ahead.

How much does Bonanza Growth manage?

₹18.74 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 Growth?

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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