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Bonanza Aegis Strategy

A Dynamic Investment Strategy Built for Growth and Risk Management

Strategy Type
Equity (Growth & Risk)
Benchmark
Nifty 50 TRI
Horizon
5+ Years
Portfolio Style
Active Style
Focus
Mid & Small Cap
Inception Date
18 Jan 2022

About the Strategy

The Bonanza Aegis Strategy is a professionally managed Portfolio Management Service (PMS) that combines fundamental strength, technical analysis, and disciplined risk management to identify companies with the potential to outperform the broader market. The strategy primarily invests in mid-cap and small-cap businesses while maintaining tactical flexibility to capitalize on emerging opportunities.

Using proprietary investment tools, the portfolio combines quality growth companies with selective turnaround and momentum opportunities to build a diversified and resilient investment portfolio.

Investment Philosophy

Diversified investment framework combining quality growth, turnarounds, and momentum.

Core Growth (80–90%)

Allocated to high-quality growth businesses with strong long-term potential.

Turnarounds (~20%)

Invested in carefully selected opportunities where business fundamentals are improving.

Momentum & Tactical

Dedicated allocation to momentum opportunities to capture short- to medium-term trends.

Investment Objective & Highlights

Dual Analysis

Investment decisions based on a combination of both Fundamental and Technical analysis.

Risk Management

Effective risk management framework designed to protect capital and manage volatility.

Tactical Flexibility

Dynamic allocation to turnaround and momentum themes to capitalize on trends.

Mid & Small Focus

Focuses on identifying mid-cap and small-cap companies before they become market leaders.

Performance Since Inception

Strategy growth vs Benchmark index

SI CAGR
17.80%
Benchmark
Nifty 50 TRI

1-Year Return: 32.50% | 3-Year Return: 21.80%

TWRR Basis

Returns Summary

1 YEAR32.50%
3 YEARS21.80%
SINCE INCEPTION17.80%

Portfolio Snapshot

MixLatest
Small Cap
67.53%
Large Cap
13.54%
Mid Cap
6.44%
Cash
12.49%

Top Sector Allocation

Top Sector: Capital Goods
Others46.48%
Capital Goods21.52%
Healthcare10.53%
Finance8.42%
Information Technology7.25%
Infrastructure5.8%

Risk Metrics

Standard Deviation
Volatility measure relative to mean.
18.2%
Beta
Lower movement than broader market.
0.98
Sharpe Ratio
Risk-adjusted performance measure.
1.35

Top Portfolio Holdings

1
Raghav Productivity Enhancers Ltd.
Core Holding
2
Genus Power Infrastructures Ltd.
Core Holding
3
Engineers India Ltd.
Core Holding
4
Intellect Design Arena Ltd.
Core Holding
5
Pine Labs Limited
Core Holding

Ideal Investor Profile

Seek long-term capital appreciation.

Prefer professionally managed equity portfolios.

Are comfortable with moderate to high market volatility.

Want exposure to emerging mid-cap and small-cap businesses.

Value a strategy that combines growth with risk management.

Disclaimer: Investments in Portfolio Management Services (PMS) are subject to market risks. Past performance may or may not be sustained in the future and should not be considered indicative of future results. Portfolio returns may vary depending on investment timing, portfolio alignment, expenses, and prevailing market conditions. Investors should carefully read all scheme-related documents carefully before investing.