BONANZA PLATINUM ALPHA FUND
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +4.60%
- 3M
- +2.23%
- 6M
- +1.55%
- 9M
- —
- 1Y
- +6.10%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +17.61%
- Strategy AUM
- ₹30 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +4.60% | −1.72% | +6.32% |
| 3 Months | +2.23% | −6.30% | +8.53% |
| 6 Months | +1.55% | −9.87% | +11.42% |
| 1 Year | +6.10% | −3.84% | +9.94% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +17.61% | +6.20% | +11.41% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +4.60% | −1.72% | +6.32% |
| Apr-2026 | +8.04% | +7.49% | +0.55% |
| Mar-2026 | −9.54% | −11.30% | +1.76% |
| Feb-2026 | −2.74% | −0.51% | −2.23% |
| Jan-2026 | +2.93% | −3.04% | +5.97% |
| Dec-2025 | −0.78% | −0.28% | −0.50% |
| Nov-2025 | +0.04% | +1.92% | −1.88% |
| Oct-2025 | +5.53% | +4.62% | +0.91% |
| Sep-2025 | +5.29% | +0.77% | +4.52% |
| Aug-2025 | −3.27% | −1.21% | −2.06% |
| Jul-2025 | −6.34% | −2.77% | −3.57% |
| Jun-2025 | +3.76% | +3.37% | +0.39% |
| May-2025 | +9.26% | +1.92% | +7.34% |
Strategy Details
APMI fact sheet
- Inception
- 01 Mar 2025
- Age
- 1.3 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 2.13×
- Turnover (1M)
- 0.06×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
The primary objective of Bonanza Platinum alpha fund is to create alpha by investing across different thematic mutual funds, non-thematic mutual funds, Gold/ Silver mutual funds and other mutual funds. This scheme also takes exposure in direct stocks and other listed securities and asset classes having growth potential.
Fund Managers
1 manager
Name
Achin Goel
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Fixed Fees - 2.5%
- Variable fees
- AMC - 1% P.A Hurdle - 12% performance - 20%
- Exit load
- 1st Year - 1%
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 PLATINUM ALPHA FUND
- 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.