AIF & PMS Experts
About Company
Bonanza is one of the fastest-growing companies in the financial services space in India with a trust of more than 2.5 decades. Since its inception in 1994, Bonanza has been helping millions of investors to navigate their investing journey with ease. Bonanza offers a one-stop solution for all investing needs ranging from equity, mutual funds, and insurance and depository services. With over 1700 outlets and service in over 600 cities across India and the UAE, Bonanza has a widespread presence which is increasing every year.
Overview of Fund
Bonanza value aims to provide long term capital appreciation primarily by selecting and investing in securities perceived to be deeply undervalued with strong fundamentals and growth prospect. In this investment mandate, we pick an idea which would be next multi-bagger and where company’s product/ service have potential to command niche in its segment.
Fund Snapshot
- Investment into emerging leaders with consistent track record
- Focus on companies having excellent Fundamentals for over 5 to 10 years
- Primarily allocation across mid cap and small cap stocks
- Sector agnostic investment approach
- Use of both top-down and bottom-up approach
- Have at least one of Catalyst for earnings growth by plant expansion, new clients addition, new market , new products ,debt reduction, underlying raw material cost reduction, new orders getting executed in next 1-2 years
Investment Philosophy
Bonanza Value’s investment philosophy is to focus on turn around companies having potential to yield 2-3X returns having imminent unique positioning / growth catalyst.
About Fund Manager
Mr. Achin Goel
Mr. Achin Goel is an experienced professional in financial markets and has been associated with Bonanza for over a decade now. He has been instrumental in managing fundamental, technical and system based research desk of Bonanza from 2012 until 2019 handling the team of more than 10 research analysts. Achin is a Chartered Financial Analyst, CFA (USA) apart from holding a master’s degree in chemistry from Michigan, USA and B.Tech from ICT, Mumbai .
Related Products
For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.