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The strategies we offer you at Bonanza are designed comprehensively keeping in mind varying tastes and objectives. Our transparent & process-driven service ensures that your money gets the right care it deserves - the Bonanza way!

Bonanza Alpha+ Click Here to know more

Product Overview
  • PMS product with a fund-of-fund structure that invests in mutual funds coming from superior fund management pedigree and having excellent performance track record.
  • A concrete top-down approach to cherry pick the best of MFs which are poised to exploit market opportunities.
  • Funds are selected after scanning them through numerous qualitative and quantitative factors like out-performance, consistency, Sharpe, Jensen, Portfolio concentration, Fund manager track record etc.

Scheme Details:
Objective: The primary objective of the scheme is to generate long term capital appreciation for investors by investing in a portfolio of equity, debt, money market & exchange traded mutual funds registered with SEBI.
Asset Allocation Pattern: Under normal circumstances, the asset allocation would be as follows:
Type of instrument % of Net Assets Risk Profile
Minimum Maximum
Equity Oriented Funds 0 100 High
Debt Funds 0 60 Medium
Exchange Traded Funds 0 100 Medium to high
Money Market Funds 0 40 Low
Cash 0 20 Low

Fees:
  • Management Fees:
    2% per annum (charged quarterly) or on pro-rata basis if the PMS agreement is terminated
  • Exit load:
    1.5% if agreement is terminated within 6 months; 1.00% if the agreement is terminated between 6 to 12 months; Nil if the agreement is terminated thereafter.
Minimum Investment: Rs. 25 lakhs

Bonanza Bluechip Click Here to know more

Product Overview
  • PMS product with a fund-of-fund structure that invests in mutual funds coming from superior fund management pedigree and having excellent performance track record.
  • A concrete top-down approach to cherry pick the best of MFs which are poised to exploit market opportunities.
  • Funds are selected after scanning them through numerous qualitative and quantitative factors like out-performance, consistency, Sharpe, Jensen, Portfolio concentration, Fund manager track record etc.

Scheme Details:
Objective: To generate long term capital appreciation by investing in a portfolio of equity mutual funds investing predominantly into but not restricted to BSE-200 companies.
Asset Allocation Pattern: Under normal circumstances, the asset allocation would be as follows:
Type of instrument % of Net Assets Risk Profile
Minimum Maximum
Equity Oriented Funds 0 100 High
Money Market Funds 0 20 Low
Cash 0 20 Low

Fees:
  • Management Fees:
    2% per annum (charged quarterly) or on pro-rata basis if the PMS agreement is terminated
  • Exit load:
    1.5% if agreement is terminated within 6 months; 1.00% if the agreement is terminated between 6 to 12 months; Nil if the agreement is terminated thereafter.
Minimum Investment: Rs. 25 lakhs

Bonanza Edge

Objective
The objective of Bonanza Edge is to capture potential upside in the most attractive assets class over different market cycles.
  • The equity asset class includes investment in Index oriented mutual fund (including ETF).
  • The debt asset class includes investment in debt oriented Mutual fund, FD, NCDs.
  • Investment in Gold shall be done through Gold ETF.

Asset Allocation
Under normal circumstances, the asset allocation would be as follows:
Type of instrument % of Net Assets
Minimum Maximum
Equity Oriented Funds / Index Fund 0 100
Money Market Funds / NCDs / ETFs 0 100
Cash 0 100
Gold ETFs 0 100

Fees:
  • Management Fees:
    2% per annum (charged quarterly) or on pro-rata basis if the PMS agreement is terminated.
  • Brokerage:
    Brokerage @ 0.25% on equity transactions. STT and all other statutory charges will be charged additionally.
Minimum Investment: Rs. 25 lakhs

For any further assistance, connect to Mr. Yagya Agarwal on +919892489826 / 022 40595749 you can also write to yagya.agarwal@bonanzaonline.com
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