Bonanza EDGE Strategy PMS aims to generate long term capital gain by investing primarily in mid and small cap stocks. Investment Strategy focuses on stocks having superior earning growth potential or offer special opportunity in near term
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -2.88% | 0.91 | 18.72% | 64.75% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Bonanza Portfolio Limited Edge | 4.43% | 8.33% | 4.14% | 2.21% | 0.24% | 21.07% | 21.87% | 18.07% | 18.65% |
| Nifty 50 TRI | -1.72% | -6.30% | -9.87% | -3.84% | 3.35% | 9.53% | 9.87% | 12.54% | 13.58% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Bonanza Portfolio Limited Edge | Multi Cap & Flexi Cap | Mr. Achin Goel | 13 August 2015 | 10Y 10M | 93.72 | Nifty 50 TRI | 18.65% | 38 | 11 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 1.40% | -4.77% | 64.75% | -3.37% | 1.01 | 18.72% | -0.65 | 4.61% | 0.28 | 56.56 % |
| Nifty 500 | 0.44% | -5.06% | -4.62% | 1.04 | 3.53% | 0.25 | 56.56 % | |||
| Nifty Midcap 100 | -6.60% | -5.68% | -12.28% | 1.00 | 0.38% | 0.03 | 52.46 % | |||
| Nifty Smallcap 100 | 2.89% | -5.77% | -2.88% | 0.91 | 3.64% | 0.29 | 50.82 % | |||
| BSE 500 | 0.79% | -5.05% | -4.26% | 1.05 | 3.61% | 0.25 | 55.74 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| VEDANTA LIMITED | 8.90 |
| NEULAND LAB LTD. | 6.63 |
| INDUS TOWERS LIMITED | 6.24 |
| RBL BANK LIMITED | 6.20 |
| JD CABLES LIMITED | 6.10 |
Sector Allocation
| Holding | % |
|---|---|
| Finance | 10.72 |
| Retailing | 8.68 |
| Telecom | 8.81 |
| Power | 8.21 |
| Healthcare | 6.63 |
| Bank | 11.55 |
| Healthcare | 8.65 |
| Power | 7.02 |
| Non - Ferrous Metals | 8.90 |
| Ship Building | 5.54 |
| Infrastructure | 6.97 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 20.28 |
| Mid Cap | 9.36 |
| Small Cap | 66.28 |
| Cash | 4.08 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st May 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
