- Manager
- Bonanza Portfolio
- Service
- Discretionary
- Asset class
- Hybrid
Bonanza Prudentia
+5.64%
1-year return
Benchmark Nifty 50 Hybrid Composite Debt 50:50 Index −2.65% · to 30 Sep 2026
Bonanza Portfolio’s Bonanza Prudentia returned 5.64% over the year to 30 Sep 2026, against −2.65% for its benchmark, the Nifty 50 Hybrid Composite Debt 50:50 Index. It managed ₹5.79 crore across its clients.
Key numbers
- AUM
- ₹5.79 Cr
- Benchmark
- Nifty 50 Hybrid Composite Debt 50:50 Index
- Turnover, past year
- 0.33×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 Hybrid Composite Debt 50:50 Index | Difference |
|---|---|---|---|
| 1 month | −0.82% | −3.31% | +2.49% |
| 3 months | +0.32% | −3.02% | +3.34% |
| 6 months | +5.19% | +1.93% | +3.26% |
| 1 year | +5.64% | −2.65% | +8.29% |
| Since inception | +5.45% | +0.90% | +4.55% |
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 funds97.06%₹5.62 Cr
- Cash and other2.94%₹0.17 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.55 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.55 Cr
- Net, FY to date
- ₹0.77 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.33×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bonanza Prudentia returned?
5.64% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.82%; 3 months: 0.32%; 6 months: 5.19%; 1 year: 5.64%; Since inception: 5.45%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 Hybrid Composite Debt 50:50 Index, returned −2.65% over the year, so the strategy was 8.29 percentage points ahead.
How much does Bonanza Prudentia manage?
₹5.79 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 Prudentia?
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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