APMI

Bonanza OPTIMA Strategy

Investment Approach Details

₹8.22

(AUM CR)

PMS Provider Name

Bonanza Portfolio Limited

Benchmark

Nifty 50 TRI

Strategy Name

Equity

Product Name

Mutual Fund

Date Of Inception

01/07/2024

Age

4 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC : 0.25% PER QUARTER PAYABLE ON AVERAGE DAILY NAV COMPUTED AND CHARGED ON QUARTERLY BASIS

Variable Fees Structure

NA

Exit Load

1ST YEAR

Purpose

The investment objective of the Strategy is to generate income and capital appreciation from a portfolio primarily investing in mutual funds to achieve optimal portfolio construction.

Mutual funds up to 100%
Cash and Cash equivalents up to 50%

Fund Manager Details


Achin Goel
Work Exp. NA
Email ID achin@bonanzaonline.com
Mobile No 9920033498
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.37

1 Year Turnover

NA