BONANZA AEGIS
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +0.51%
- 3M
- +10.27%
- 6M
- +13.41%
- 9M
- —
- 1Y
- +8.63%
- 2Y
- +9.35%
- 3Y
- +23.11%
- 4Y
- +22.66%
- 5Y
- —
- Since Inception
- +22.66%
- Strategy AUM
- ₹102 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +0.51% | −1.72% | +2.23% |
| 3 Months | +10.27% | −6.30% | +16.57% |
| 6 Months | +13.41% | −9.87% | +23.28% |
| 1 Year | +8.63% | −3.84% | +12.47% |
| 2 Years | +9.35% | +3.35% | +6.00% |
| 3 Years | +23.11% | +9.53% | +13.58% |
| 4 Years | +22.66% | +10.37% | +12.29% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +22.66% | +10.89% | +11.77% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +0.51% | −1.72% | +2.23% |
| Apr-2026 | +17.48% | +7.49% | +9.99% |
| Mar-2026 | −6.61% | −11.30% | +4.69% |
| Feb-2026 | +1.71% | −0.51% | +2.22% |
| Jan-2026 | +3.56% | −3.04% | +6.60% |
| Dec-2025 | −2.44% | −0.28% | −2.16% |
| Nov-2025 | −1.69% | +1.92% | −3.61% |
| Oct-2025 | +4.06% | +4.62% | −0.56% |
| Sep-2025 | +2.64% | +0.77% | +1.87% |
| Aug-2025 | −4.80% | −1.21% | −3.59% |
| Jul-2025 | −4.53% | −2.77% | −1.76% |
| Jun-2025 | +0.35% | +3.37% | −3.02% |
| May-2025 | +7.15% | +1.92% | +5.23% |
Strategy Details
APMI fact sheet
- Inception
- 11 May 2022
- Age
- 4.0 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 3.39×
- Turnover (1M)
- 0.27×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Bonanza Aegis aims to identify and invest in business ideas having strong potential to outperform the market and its peers in near future by virtue of its inherent fundamental and technical strength. Aegis strategy has been curated keeping risk management at the forefront.
Fund Managers
1 manager
Name
Achin Goel
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- AMC : 1%
- Variable fees
- AMC: 0% Hurdle : 10% Profit Sharing : 20%
- Exit load
- 1st year : 1% 2nd year obnwards : NIL
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Bonanza Portfolio Limited
- Strategy
- BONANZA AEGIS
- Benchmark
- Nifty 50 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.