Bonanza Portfolio

Funds managed

Fund NameAsset ClassLicense
Bonanza- GrowthLarge Cap fundPMS
Bonanza- ValueMulti-Cap fundPMS

Established in the year 1994, Bonanza has over 1784 outlets spread across 560 cities.

Bonanza is affiliated with–NSE, BSE, MSEI, MCX, NCDEX, NMCE, ICEX, CDSL and NSDL.

Unified SEBI Regn. No.: INZ000212137 

SEBI Regn. No. DP: IN-DP-62-2015 

PMS: INP 000000985 

AMFI: ARN -0186 

CIN: U65991DL1993PLC052280

Key staff

Shiv Kumar Goel- Co-Founder


It offers financial services right from Equity Broking, Advisory Services that cover Portfolio Management Services, Mutual Fund Investments, Insurance to Depository Services.

Investment philosophy (for firm)

  1. Bonanza Growth (BGP) aims to provide a growth-oriented approach to the portfolio by cherry-picking securities we believe have high potential based on both fundamental and technical research. Bonanza Growth’s investment philosophy is highly disciplined and follows a well-defined set of rules that focus on conserving and building wealth consistently across market cycles.
  • Investment into companies with a consistent track record.
  • Focus on companies having excellent growth records but currently on a high growth/ momentum trajectory.
  • Primarily allocation across the large-cap and mid-cap stocks.
  • Sector agnostic investment approach.
  • Use of both top-down and bottom-up approaches. Source
  1. Bonanza Value Portfolio (BVP) aims to provide long-term capital appreciation primarily by selecting and investing in securities perceived to be deeply undervalued with strong fundamentals and growth prospects. In this investment mandate, we pick an idea that would be the next multibagger and where the company’s product/ service has the potential to command a niche in its segment.
  • Investment into emerging leaders with a consistent track record and/or notable changing dynamics.
  • Focus on companies that are presently undervalued.
  • Primarily allocation across mid-cap and small-cap stocks.
  • Sector agnostic investment approach.
  • Use of both top-down and bottom-up approaches.
  • Have at least one catalyst for earnings growth by a plant expansion, new clients addition, new market, new products, debt reduction, underlying raw material cost reduction, new orders getting executed in the next 1-2 years. Source

Analyst questions

  1. How is it possible to use both top down and bottom up approaches in both the funds?

Prepared by –

Medha Mehta



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