Bonanza Portfolio Limited

Aegis

Bonanza Portfolio Limited · Multi Cap & Flexi Cap · Portfolio Management Services

Aegis is a PMS (Portfolio Management Services) strategy from Bonanza Portfolio Limited, in the multi cap & flexi cap category. It is managed by Mr. Achin Goel. It has returned +23.41% over 1 year, +16.93% over 3 years, as reported by the fund manager. It manages about ₹111.87 crore. Its benchmark is Nifty 50 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+7.97%Benchmark -1.14%
3 months
+3.63%Benchmark +2.89%
6 months
+14.27%Benchmark -3.60%
1 year
+23.41%Benchmark -0.35%
2 years
+3.12%Benchmark -1.19%
3 years
+16.93%Benchmark +9.00%
Since inception
+22.21%Benchmark +10.95%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Portfolio manager: Bonanza Portfolio Limited
Fund manager: Mr. Achin Goel
Category: Multi Cap & Flexi Cap
Benchmark: Nifty 50 TRI
AUM: ₹111.87 Cr
Inception: 11 May 2022
Minimum investment: ₹50 lakh
Capital Goods: 22.37
Healthcare: 7.65
FMCG: 5.84
Business Services: 5.53
Realty: 5.52

Common questions

What are the returns of Aegis?

Aegis has returned +7.97% (1 month), +3.63% (3 months), +14.27% (6 months), +23.41% (1 year), +3.12% (2 years), +16.93% (3 years), +22.21% (Since inception). Periods over one year are annualised.

What is the minimum investment for Aegis?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Aegis?

Aegis is offered by Bonanza Portfolio Limited, a SEBI-registered portfolio manager. The fund manager is Mr. Achin Goel.