Grow Your Wealth with Bonanza Portfolio Management Service
Our expert analysts of the portfolio management team are continuously working on identifying businesses that present strong growth potential at the current valuation.
Investment Strategies
- Invest in emerging leaders with a consistent track record and with a focus on companies having excellent fundamentals for over 5 to 10 years.
- Primarily allocation across mid-cap and small-cap stocks.
- Use of both top-down and bottom-up approaches.
- Have at least one catalyst for earnings growth by virtue of plant expansion, new client addition, new market, new products, debt reduction, underlying raw material cost reduction, or new orders getting executed in the next 1-2 years.
CAGR (Since Inception)
18.50%
PMS GROWTH
12.24%
NIFTY 50 TRI
- Investment into cherry picks companies that have both excellent growth prospects and track records.
- Major allocations are across large-cap and mid-cap stocks that meet our fundamental and technical research criteria.
- Post the primary screening, final stock selection is driven primarily by growth trigger which emanates from our proprietary screener.
- Mainly it's a top-down approach.
CAGR (Since Inception)
22.48%
PMS VALUE
14.69%
NIFTY 50 TRI
- Aims to generate long-term capital gains by investing in mid and small-cap stocks.
- The strategy focuses on stocks that have superior earnings growth potential or offer special opportunities in the near term.
- Use of Bottom-up approach.
- Investment in emerging leaders with a consistent track record.
CAGR (Since Inception)
22.81%
PMS EDGE
16.38%
NIFTY 50 TRI
Disclaimer: *performance as of 30/06/2023. Past performance may or may not be
sustained in the future and there is no guarantee of future returns. **All the returns
depicted above are after the deduction of the applicable expenses (excluding taxes).
Reasons To Count On Bonanza Portfolio Management Service
Our expert analysts of the portfolio management team are continuously working on identifying businesses that present strong growth potential at the current valuation.
Media Mentions
Common Questions (FAQs)
Some questions asked by the clients and members of our community