- Manager
- Bonanza Portfolio
- Service
- Discretionary
- Asset class
- Equity
Bonanza Optima Strategy
+5.39%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Bonanza Portfolio’s Bonanza Optima Strategy returned 5.39% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹23.28 crore across its clients.
Key numbers
- AUM
- ₹23.28 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 1.72×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.07% | −6.03% | +1.96% |
| 3 months | −0.83% | −4.91% | +4.08% |
| 6 months | +10.02% | +2.13% | +7.89% |
| 1 year | +5.39% | −7.09% | +12.48% |
| 2 years | −0.56% | −5.29% | +4.73% |
| Since inception | +2.91% | −1.47% | +4.38% |
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
- Mutual funds93.60%₹21.79 Cr
- Cash and other6.40%₹1.49 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.52 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹1.52 Cr
- Net, FY to date
- ₹5.26 Cr
- Turnover, month
- 0.42×
- Turnover, past year
- 1.72×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bonanza Optima Strategy returned?
5.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.07%; 3 months: −0.83%; 6 months: 10.02%; 1 year: 5.39%; 2 years: −0.56%; Since inception: 2.91%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 12.48 percentage points ahead.
How much does Bonanza Optima Strategy manage?
₹23.28 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 Optima Strategy?
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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