- Manager
- Bonanza Portfolio
- Service
- Discretionary
- Asset class
- Equity
Bonanza Value
+11.62%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Bonanza Portfolio’s Bonanza Value returned 11.62% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹37.29 crore across its clients.
Key numbers
- AUM
- ₹37.29 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 4.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −3.26% | −6.03% | +2.77% |
| 3 months | +1.90% | −4.91% | +6.81% |
| 6 months | +18.92% | +2.13% | +16.79% |
| 1 year | +11.62% | −7.09% | +18.71% |
| 2 years | +0.18% | −5.29% | +5.47% |
| 3 years | +12.29% | +6.06% | +6.23% |
| 4 years | +16.42% | +8.48% | +7.94% |
| 5 years | +11.18% | +6.38% | +4.80% |
| Since inception | +18.42% | +11.97% | +6.45% |
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 equity97.35%₹36.30 Cr
- Cash and other2.49%₹0.93 Cr
- Mutual funds0.16%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.13 Cr
- Outflow, Sep 2026
- ₹0.60 Cr
- Net, Sep 2026
- ₹0.53 Cr
- Net, FY to date
- ₹6.05 Cr
- Turnover, month
- 0.32×
- Turnover, past year
- 4.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Bonanza Value returned?
11.62% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.26%; 3 months: 1.90%; 6 months: 18.92%; 1 year: 11.62%; 2 years: 0.18%; 3 years: 12.29%; 4 years: 16.42%; 5 years: 11.18%; Since inception: 18.42%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 18.71 percentage points ahead.
How much does Bonanza Value manage?
₹37.29 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 Value?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app