BONANZA PULSE SECTOR FUND
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- -2.70%
- 3M
- -4.04%
- 6M
- -2.32%
- 9M
- —
- 1Y
- -1.56%
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +4.42%
- Strategy AUM
- ₹10 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | −2.70% | −1.72% | −0.98% |
| 3 Months | −4.04% | −6.30% | +2.26% |
| 6 Months | −2.32% | −9.87% | +7.55% |
| 1 Year | −1.56% | −3.84% | +2.28% |
| 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 | +4.42% | +1.28% | +3.14% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | −2.70% | −1.72% | −0.98% |
| Apr-2026 | +4.55% | +7.49% | −2.94% |
| Mar-2026 | −5.67% | −11.30% | +5.63% |
| Feb-2026 | +0.18% | −0.51% | +0.69% |
| Jan-2026 | +0.82% | −3.04% | +3.86% |
| Dec-2025 | +0.79% | −0.28% | +1.07% |
| Nov-2025 | +0.13% | +1.92% | −1.79% |
| Oct-2025 | +2.29% | +4.62% | −2.33% |
| Sep-2025 | +3.98% | +0.77% | +3.21% |
| Aug-2025 | −1.79% | −1.21% | −0.58% |
| Jul-2025 | −4.77% | −2.77% | −2.00% |
| Jun-2025 | +1.18% | +3.37% | −2.19% |
| May-2025 | +8.16% | +1.92% | +6.24% |
Strategy Details
APMI fact sheet
- Inception
- 02 Feb 2025
- Age
- 1.4 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 5.60×
- Turnover (1M)
- 0.50×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
To generate alpha returns by actively rotating investments across various sectors and industries, with a focus on identifying emerging trends and opportunities. This is sector or mcap agnostic strategy aimed to capitalize short term opportunities existing across sectors
Fund Managers
1 manager
Name
Achin Goel
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- 1%
- Variable fees
- AMC - 0% Hurdle - 10% Performance - 20%
- Exit load
- Exit before 1 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 PULSE SECTOR 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.