PMS
Multi Cap · Portfolio Management Services
Bonanza Value Strategy PMS is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Achin Goel. It has returned +11.62% over 1 year, +12.29% over 3 years, +11.18% over 5 years, as reported by the fund manager. It manages about ₹37.29 crore. Its benchmark is Nifty 50 TRI. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Bonanza Value Strategy PMS has returned -3.26% (1 month), +1.90% (3 months), +18.92% (6 months), +11.62% (1 year), +0.18% (2 years), +12.29% (3 years), +11.18% (5 years), +18.42% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
The fund manager is Mr. Achin Goel.