Bonanza Aegis

EQUITY MULTI CAP

Aims to identify and invest in business ideas with strong potential to outperform the market and its peers in the near future.

+18.93%

3Y annualised returns

+6.06%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

11 May '22

Total AUM

₹120.67Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity93.1%

Cash6.9%

Equity market cap split

Small Cap80.8%

Mid Cap5.8%

Large Cap4.1%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.00%

PMS management

PMS house

Bonanza Portfolio Ltd

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