Bonanza - Edge

EQUITY MULTI CAP

Aims to generate long term capital gains by investing primarily in mid and small cap stocks.

+15.83%

3Y annualised returns

+9.00%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

13 Aug '15

Total AUM

₹101.92Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity85.6%

Cash9.3%

Others5.1%

Equity market cap split

Small Cap59.4%

Large Cap14.6%

Mid Cap12.1%

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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