78%
1-year holding
of 37 windows beat the index
Avg / yr+20.2%
8.3
Nyra score
Independently scored
4-yr track record · since May 2022GrowthAUM —Max drawdown −27.02%SEBI-registered PMS
3Y CAGR
16.3%
vs 8.6% index
5Y CAGR
—
annualised
Since inception
20.5%
CAGR · net of fees
₹1 Cr became
₹2.11 Cr
index ₹1.55 Cr
AUM
—
strategy size
Minimum
₹50 L
SEBI minimum
Snapshot
What this strategy is
Bonanza Aegis aims to identify and invest in business ideas having strong potential to outperform the market and its peers in near future by virtue of its inherent fundamental and technical strength. Aegis strategy has been curated keeping risk management at the forefront.
Performance · what ₹1 crore would have become
₹2.11 Cr
+111% · 2.1× your money
- This strategy₹2.11 Cr
- NIFTY 50 Total Return Index₹1.55 Cr
₹1 Cr invested at inception (May 2022)4.0 yrs
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the NIFTY 50 Total Return Index. Not the actual NAV series; past performance is not indicative of future returns.
Returns
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
1M
3M
6M
1Y
3Y
5Y
SI
This strategy-4.9%
-3.5%
7.7%
8.8%
16.3%
—
20.5%
NIFTY 50 Total Return Index
2.4%
2.3%
-3%
-0.4%
8.6%
—
11.5%
Alpha
-7.3%
-5.8%
+10.7%
+9.2%
+7.7%
—
+9%
Reliability
How often it has beaten the index
Across every rolling holding period in the modelled history: the longer you hold, the more the odds have favoured the strategy.
92%
3-year holding
of 13 windows beat the index
Avg / yr+18.9%
Computed on an illustrative monthly path modelled to the since-inception CAGR, not the actual NAV series.
Risk
The quality of those returns
Returns mean little without the ride that earned them.
−27.02%
Max drawdown
-14.6%
Worst 1-yr window
23.8%
Volatility (ann.)
0.68
Sharpe ratio
In its worst stretch the strategy fell −27.02% peak-to-trough. A Sharpe of 0.68 means it earned a modest return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Portfolio
Under the hood: where the money sits
A focused book of about 74 stocks, spread across the market-cap curve.
Market-cap mix
- Large19%
- Mid5%
- Small73%
- Cash / Debt3%
Concentration
Holdings74 stocks
Cash / debt buffer3%
Top holdings and the sector book stream from the live feed; ask Nyra for the current portfolio.
Manager
Who runs the money
A strategy is only as good as the hand on the wheel.
AG
View full profile Fund manager
Achin Goel
Bonanza Aegis · 4-yr strategy tenure · — managed
Investment philosophy
Bonanza Aegis's Moderate approach backs durable compounders with long runways, accepting a fuller multiple for quality and growth visibility. It is benchmarked to the NIFTY 50 Total Return Index but invests with conviction rather than hugging the index.
Conviction over the index
A focused book of roughly 74 holdings means the highest-conviction ideas actually move the portfolio.
Through the cycle
A 4-year track record across rallies and drawdowns; positioning shifts with the cycle rather than chasing the last quarter.
Risk first
Drawdowns are managed deliberately; the worst peak-to-trough on record is about −27.02%.
Nyra's read
A dependable moderate strategy that scores well on the comparative Nyra Score.
Nyra scores Bonanza Aegis 8.3/10, on a since-inception CAGR near 20.5% and a 3-year CAGR of 16.3%. Its sharpest fall on record is about −27.02%. Size the position so that ride is one you can hold.
Best suited to
Investors with a 5-year-plus horizon who want active Moderate exposure and can sit through equity drawdowns.
Mind if
A −27.02% drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
Pairs well with
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
Facts & fees
The fine print, in plain sight
- Inception
- May 2022
- Track record
- 4 years
- Category
- Moderate
- Style
- Growth
- Benchmark
- NIFTY 50 Total Return Index
- Holdings
- 74 stocks
- Fixed fee
- 2.50% fixed
- Performance fee
- 20% over 10.00% hurdle
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load: 1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is an APMI-registered distribution platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk. Past performance is not indicative of future results. This page is information, not investment advice.
What investors say when they sit down with us
Things investors say to us. Composites, not any one person.
₹3.2 Cr · 2 PMS reviewed
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
FAQ
Bonanza Aegis: common questions
What is Bonanza Aegis?
Bonanza Aegis is a Moderate PMS strategy from Bonanza Aegis, managed by Achin Goel. It follows a Growth style, is benchmarked to the NIFTY 50 Total Return Index, and carries a Nyra score of 8.3/10.
Who should consider Bonanza Aegis?
It suits investors with a five-year-plus horizon who want active Moderate exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (May 2022) it has compounded at roughly 20.5% a year, with a 3-year CAGR of 16.3% against 8.6% for the NIFTY 50 Total Return Index. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
2.50% fixed, with a performance fee of 20% over 10.00% hurdle. Exit / lock-in terms: Exit Load: 1 Year: 1.00%, 2 Year: 0.00%, 3 Year: 0.00%.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is about −27.02%. Bonanza Aegis is SEBI-registered and reports monthly. This page is information, not investment advice.
