Optima: Maximize Growth
with Expert-Curated
Mutual Fund Baskets

Why Choose Bonanza
Optima Fund?

Arrow icon indicating an upward progress in performance with Bonanza Optima mutual fund baskets
Bonanza Optima Fund

Optima is our aggressive mutual fund PMS (MFPMS) strategy, designed for maximum capital appreciation over the long term through active portfolio management. It utilizes a 100% allocation to high-growth direct mutual funds through our equity-led PMS strategy.

Ideal for investors seeking high-growth opportunities by curating specialized mutual fund baskets with PMS for long-term wealth creation.

100% Direct Mutual Funds

Professionally Managed

Alpha-Generating Investment
Strategy

A professionally managed, active risk-adjusted strategy focusing 100% on high-growth mutual funds to achieve superior long-term appreciation, delivered through actively managed mutual fund baskets and diversified PMS allocation.

Grow your wealth with Bonanza Optima Fund

wealth

Secure Your Future with

Our Investment Approach

Bonanza Wealth’s Optima mutual fund portfolio follows a well-balanced allocation across different market segments, ensuring broader diversification with smart PMS asset allocation, professional fund management, and robust risk management frameworks.

45%

Large & Mid-
Cap Funds

30%

Small Cap
Funds

20%

Other
Funds

5%

Balanced
Funds

Invest in PMS

Who Should Invest in PMS Within Mutual Funds?

Who Should Invest in
PMS Within Mutual Funds?

Designed for investors committing to invest ₹50 lakhs in mutual fund, our mutual fund PMS creates a powerful synergy: institutional-grade fund selection paired with discretionary portfolio construction. This ₹50L+ PMS investment solution is engineered for those who demand diversification but require custom-built strategies and active alpha generation through our active portfolio management approach.

Best suited for :

  • High Net Worth Individuals (HNIs): Investors with substantial capital (typically ₹50 lakh minimum) who have already built a strong foundation with mutual funds.
  • Investors Seeking Customization: Those who want to tailor their portfolio to specific goals, tax situations, or risk appetites, rather than using one-size-fits-all mutual funds.
  • Long-Term Investors: Those who can lock in capital for 3-5 years or more to allow for market cycles and the portfolio manager’s strategy to work.
  • Institutional Investors/NRIs: Entities or individuals with large investable funds looking for professional management, often for specific, niche investment strategies.
Bonanza Optima Fund

Key Features of
Bonanza Optima Fund

Key Features of Bonanza Optima Fund

  • Equity-Led Growth Mandate:

    Aims to generate strong, risk-adjusted long-term returns through professionally managed, diversified equity mutual fund exposure with tactical opportunities.

  • 100% Exposure:

    Designed for PMS for long-term wealth through diversified equity mutual funds, with controlled tactical and balanced exposure for stability through our PMS built for market cycles.

  • Alpha Generation Focus:

    Strategy aims to generate returns significantly higher than market benchmarks with active portfolio management.

  • Proprietary Ranking Driven:

    Leverages Bonanza’s in-house selection tool for continuous scheme optimization and construction of the mutual fund baskets with PMS with tactical control.

  • 100% Direct Mutual Funds:

    Invests through Direct Mutual Funds for cost efficiency.

  • Ideal Investor Profile:

    Best suited for risk-tolerant investors with a long-term investment horizon of at least 5 years.

Optima Fund is designed to help you achieve long-term financial success with mutual fund baskets.

Success Stories

Success Stories
from Our Investors

Success Stories
“Investing felt complex until I discovered Optima Fund. Their Moderate Strategy perfectly aligns with my goals, and the results have been impressive. With Optima, my portfolio is on the rise, and my confidence in my financial future has never been stronger.”

Himanshi Jain

Sales Manager

Rating 5.0

Frequently Asked Questions

What is Bonanza Optima?

Optima is an equity-led Mutual Fund PMS strategy aiming for strong, risk-adjusted long-term growth. It achieves this by research-driven selection of Mutual Funds across market capitalizations, managed as specialized mutual fund baskets.
This represents our PMS built for volatile markets with disciplined growth, diversification, and expert control.

Our mutual fund investment advisor uses a research-driven strategy approach to select diversified, high-quality equity mutual funds. The objective is active portfolio management with an aim to achieve strong risk-adjusted returns across market cycles, enabling long-term wealth creation.

No – Optima is a Mutual Fund PMS strategy and invests solely in Direct Mutual Funds. This PMS using mutual funds approach provides optimal diversification.

Optima follows a fixed-fee structure of 1% per annum, charged quarterly on portfolio value. A detailed fee schedule is provided during onboarding.

Optima provides disciplined fund selection, periodic rebalancing, professional management, and active oversight to align with performance and risk control.

Suitable for growth-seeking, long-term investors who are comfortable with market volatility and looking for professionally managed, risk-adjusted equity exposure with a minimum 5-year horizon. Ideal for those seeking to invest 50 lakhs in mutual fund with our diversified PMS allocation.

Yes. You can invest across more than one strategy (Prima, Prudentia, or Optima) under the MFPMS framework. However, we recommend investing only in the strategy that suits your primary risk profile and financial goals. Your mutual fund expert can help determine the best combination of PMS strategies.

You start by Contacting a Bonanza expert to complete a detailed risk assessment and goal profiling. Once the suitable strategy is determined, the necessary onboarding and documentation process begins.

Portfolio management services in India are professional investment solutions where experienced fund managers manage your investments based on your financial goals, risk profile, and time horizon.
We offer PMS across major financial hubs and investor communities, including portfolio management services in Delhi, Mumbai, Ahmedabad, Hyderabad, Pune, and Chennai. Our approach is designed to deliver personalized investment strategies regardless of your location.

When selecting portfolio management services companies in India, investors should evaluate factors such as regulatory registration, transparency, performance consistency, and the ability to offer customized solutions.
It is also important to understand whether the provider offers specialized solutions like mutual fund portfolio management services or tailored discretionary and non-discretionary portfolios.

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Your Investment Game?

Be on top with Bonanza’s expert guidance.