SMART PORTFOLIOS

Make the best out of every market Condition.

Offering selected few portfolios from plethora of investment avenues available in market.

Be smart. Invest smart.

    Smart Portfolios curated to adapt to changing markets

    Smart Portfolios are specially curated equity portfolios from which an investor can choose from and begin investment journey immediately.

    In the equity markets, we typically invest on the basis of noise – investment tips, friends, dealer’s etc. and end up having bad experience at some point of time. With changing times and technology now you get access to best Investment Advisors and Research Analysts to select from. Smartness is to select the right portfolio as per your risk reward profile and after understanding the product. You shall have complete control on the investments with “Smart Portfolios”

    Start Your Smart Investment Journey Now With Your Preferred Smart Portfolios

    Bonanza Select Advantage

    Select Advantage Equity Portfolio buckets, for your wealth management requirements. Invest a minimum of only ₹5 lacs. Select your preferred bucket from large & mid-cap, mid & small-cap & multi-cap stock buckets.

    • Mid & Small Cap

      Risk Appetite : Aggressive Growth Since Inception : 36.9% Inception Date : 1st April 2020

    • Multi Cap

      Risk Appetite : Moderate Growth Since Inception : 33.4% Inception Date : 1st April 2020

    • Large And Mid Cap

      Risk Appetite : Moderate Growth Since Inception : 30.7% Inception Date : 1st April 2020

    Mid & Small Cap

    • Strategy

    Active investing in Small Cap universe by identifying companies with improving fundamentals. Tactical weight allocation under the sub-classes to achieve positive return along with managing the risk

    • Benchmarking

    Benchmarked against the Nifty Mid & Small Cap 400 Index.

    • Bucket Constructions

    Bucket of 20-30 stocks to provide superior returns

    Multi Cap

    • Strategy

    This bucket includes stocks which are growth in value & pass through the 360 degree deductive reasoning framework.

    • Benchmarking

    Benchmarked against the Nifty 500 Index

    • Bucket Constructions

    Bucket of 20-30 stocks to provide risk adjusted returns

    Large And Mid Cap

    • Strategy

    Active investing in Small Cap universe by identifying companies with improving fundamentals. Tactical weight allocation under the sub-classes to achieve positive return along with managing the risk

    • Benchmarking

    Benchmarked against the Nifty large & Mid 250

    • Bucket Constructions

    Bucket of 12-18 stocks to provide superior returns

    Alpha Portfolios

    Alpha Portfolio has theme basket built around high conviction and best ideas. The portfolios are managed by world-class investment managers while the operations are handled and executed by your trusted broker.

    • Alpha Core & Satellite

      Risk Appetite : Moderate Growth Since Inception : 35.1% Inception Date : 1st June 2020

    • Alpha Dynamic Thematic

      Risk Appetite : Moderate Growth Since Inception : 25.9% Inception Date : 1st June 2021

    Alpha Core & Sattelite

    • Strategy

    Gain from opportunities in short and long term, with one investment that gives you a perfect blend of both. Core portfolio ensures wealth   creation by investing in high-quality businesses for long term and Satellite portfolio seeks to explore profits and rebalancing with businesses that gain from changing economic cycles.

    • Benchmarking

    Benchmarked against the Nifty 200

    • Bucket Constructions

    Bucket of 15-20 stocks to provide superior returns

    • Minimum Investment

    2,50,000/-

    Alpha Dynamic Thematic

    • Strategy

    The objective of the fund is to select the theme that is in an uptrend and select high quality companies in that particular theme. Once the theme plays out, the fund would gradually switch on to another theme. Irrespective of the theme, the fund would always invest in companies with superior management and financial capabilities.

    • Benchmarking

    Benchmarked against the Nifty 200

    • Bucket Constructions

    Bucket of 20-25 stocks to provide superior returns

    • Minimum Investment

    2,00,000/-

    Need help in selecting the right product?

    Why invest in Smart Portfolios?

    As an investor, you are eager to participate in the markets but are unable to manage your portfolio because you lack the necessary time or knowledge. Smart Portfolios are specially curated equity portfolios by experts that allow investors to start investing right away.

    Research

    All the portfolios are created by renowned Investment Advisors and Research Analysts.

    Technology

    A seamless technology platform to monitor and manage your equity investments 24*7.

    Flexi Investment Options

    Flexible investment modes with the option to choose Lump Sum and SIP.

    Assistance

    Dedicated RM to assist with any query.

    Investments For All

    Investment options to meet your risk-reward profile.

    Frequently Asked Questions

    Yes, It is mandatory to open a demat and trading account in Bonanza Portfolio LTD for smooth functioning of your portfolio.

    once you open an account, you will be provided with a client login portal and mobile app to view and manage your investments on your own terms.

    Invest or redeem from investments at your convenience at any time. But advisable investment horizon should be 3 to 5 years.

    No. There is no lock-in period involved. You can exit at any time.

    Check what our Clients are saying

    I am happy with the performance of Bonanza Select Advantage. It is a properly diversified portfolio with adequate risk management and managed well by the Bonanza team. I would highly recommend it for all those who don’t have the time or expertise for research before investing.
    Vijay Gogidas Rasania
    I am an extremely happy investor, with a well-diversified portfolio. I completely trust Team Bonanza and their abilities to manage my investments. The team members are very responsive to the reason why a particular stock was chosen to be a part of the portfolio. Kudos Team Bonanza!
    Malliga
    My investments in Bonanza Select Advantage have been performing well with limited downside even in difficult market situations with significant situations. I think every investor who desires to compound their wealth in a hassle-free manner should opt for their services.
    Vaibhav Mankame

    Get Ahead, Get  Smart Portfolios.