- Manager
- Bonanza Portfolio
- Service
- Discretionary
- Asset class
- Equity
Bonanza Prima Fund Aggressive
+7.14%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Bonanza Portfolio’s Bonanza Prima Fund Aggressive returned 7.14% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹56.45 crore across its clients.
Key numbers
- AUM
- ₹56.45 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 2.36×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.27% | −6.03% | +2.76% |
| 3 months | −0.15% | −4.91% | +4.76% |
| 6 months | +12.42% | +2.13% | +10.29% |
| 1 year | +7.14% | −7.09% | +14.23% |
| 2 years | +1.28% | −5.29% | +6.57% |
| Since inception | +10.51% | +3.51% | +7.00% |
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 funds79.04%₹44.62 Cr
- Listed equity16.44%₹9.28 Cr
- Cash and other4.52%₹2.55 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.42 Cr
- Outflow, Sep 2026
- ₹0.87 Cr
- Net, Sep 2026
- ₹1.55 Cr
- Net, FY to date
- ₹22.17 Cr
- Turnover, month
- 0.41×
- Turnover, past year
- 2.36×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bonanza Prima Fund Aggressive returned?
7.14% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.27%; 3 months: −0.15%; 6 months: 12.42%; 1 year: 7.14%; 2 years: 1.28%; Since inception: 10.51%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 14.23 percentage points ahead.
How much does Bonanza Prima Fund Aggressive manage?
₹56.45 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 Prima Fund Aggressive?
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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