Bonanza - Value

EQUITY MULTI CAP

Invests in emerging leaders with a consistent track record and excellent fundamentals for over 5 to 10 years.

+12.29%

3Y annualised returns

+6.06%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

02 Sep '11

Total AUM

₹37.29Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.3%

Cash2.7%

Equity market cap split

Small Cap52.1%

Large Cap23.8%

Mid Cap21.4%

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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