BONANZA VALUE
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.67%
- 3M
- +7.99%
- 6M
- +13.04%
- 9M
- —
- 1Y
- +7.97%
- 2Y
- -1.28%
- 3Y
- +20.28%
- 4Y
- +17.78%
- 5Y
- +14.16%
- Since Inception
- +18.68%
- 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 | +1.67% | −1.72% | +3.39% |
| 3 Months | +7.99% | −6.30% | +14.29% |
| 6 Months | +13.04% | −9.87% | +22.91% |
| 1 Year | +7.97% | −3.84% | +11.81% |
| 2 Years | −1.28% | +3.35% | −4.63% |
| 3 Years | +20.28% | +9.53% | +10.75% |
| 4 Years | +17.78% | +10.37% | +7.41% |
| 5 Years | +14.16% | +9.87% | +4.29% |
| Since Inception | +18.68% | +12.62% | +6.06% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.67% | −1.72% | +3.39% |
| Apr-2026 | +13.60% | +7.49% | +6.11% |
| Mar-2026 | −6.50% | −11.30% | +4.80% |
| Feb-2026 | +3.03% | −0.51% | +3.54% |
| Jan-2026 | +0.83% | −3.04% | +3.87% |
| Dec-2025 | +0.75% | −0.28% | +1.03% |
| Nov-2025 | −3.65% | +1.92% | −5.57% |
| Oct-2025 | −0.46% | +4.62% | −5.08% |
| Sep-2025 | +1.23% | +0.77% | +0.46% |
| Aug-2025 | −0.15% | −1.21% | +1.06% |
| Jul-2025 | −5.76% | −2.77% | −2.99% |
| Jun-2025 | +4.55% | +3.37% | +1.18% |
| May-2025 | +6.95% | +1.92% | +5.03% |
Strategy Details
APMI fact sheet
- Inception
- 02 Sept 2011
- Age
- 14.9 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 3.67×
- Turnover (1M)
- 0.31×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Bonanza value aims to provide long term capital appreciation primarily by selecting and investing in securities perceived to be deeply undervalued with strong fundamentals and growth prospect. In this investment mandate, we pick an idea which would be next multi-bagger and where company�¢??s product/ service have potential to command niche in its segment.
Fund Managers
1 manager
Name
Achin Goel
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Amc : 2% p.a.
- Variable fees
- AMC : 0% Hurdle : 12% p.a. Profit Sharing : 25% p.a.
- Exit load
- 1st year : 1% 2nd year onwards : 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 VALUE
- 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.