Bonanza - Edge

EQUITY MULTI CAP

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

+14.24%

3Y annualised returns

+6.06%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

13 Aug '15

Total AUM

₹105.02Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity79.8%

Cash16.2%

Others3.9%

Equity market cap split

Small Cap52.0%

Large Cap13.6%

Mid Cap9.4%

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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