Funds managed
Fund Name | Asset Class | License |
Bonanza- Growth | Large Cap fund | PMS |
Bonanza- Value | Multi-Cap fund | PMS |
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
Services
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)
- 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
- 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
- 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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