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Bonanza Edge Strategy

Discover High-Growth Opportunities in Emerging Businesses

Strategy Type
Equity (Growth)
Benchmark
Nifty 50 TRI
Horizon
5+ Years
Portfolio Style
Active Style
Focus
Mid & Small Cap
Inception Date
20 Dec 2021

About the Strategy

The Bonanza Edge Strategy is a professionally managed Portfolio Management Service (PMS) designed to generate long-term capital appreciation by investing primarily in carefully selected mid-cap and small-cap companies with strong earnings growth potential and unique business opportunities.

The strategy focuses on identifying businesses that are positioned for accelerated growth. Using an intensive bottom-up stock selection approach, the portfolio management team evaluates individual companies based on their financial strength, earnings potential, competitive advantages, and future growth catalysts.

Investment Philosophy

“Superior investment returns are generated by identifying businesses before they become market leaders.”

Every company is evaluated on: Earnings growth potential, Business fundamentals, Industry positioning, Financial health, Growth opportunities, Management quality, and Long-term scalability. This disciplined investment approach helps build a portfolio focused on sustainable capital appreciation.

Investment Objective & Highlights

Earnings Growth

Select companies displaying strong and accelerating earnings growth potential.

Bottom-Up Selection

Intensive bottom-up stock selection methodology driven by deep fundamental research.

Market Cap Exposure

Primary focus on high-conviction mid-cap and small-cap opportunities.

Active Monitoring

Continuous research-driven portfolio monitoring and risk management.

Performance Since Inception

Strategy growth vs Benchmark index

SI CAGR
20.20%
Benchmark
Nifty 50 TRI

1-Year Return: 38.60% | 3-Year Return: 24.50%

TWRR Basis

Returns Summary

1 YEAR38.60%
3 YEARS24.50%
SINCE INCEPTION20.20%

Portfolio Snapshot

MixLatest
Small Cap
67.8%
Large Cap
13.22%
Mid Cap
9.12%
Cash
9.86%

Top Sector Allocation

Top Sector: Infrastructure
Others60.06%
Infrastructure10.58%
Non-Ferrous Metals8.22%
Telecom7.95%
Electricals6.95%
Banking6.24%

Risk Metrics

Standard Deviation
Volatility measure relative to mean.
21.4%
Beta
Movement relative to broader market.
1.12
Sharpe Ratio
Risk-adjusted performance measure.
1.55

Top Portfolio Holdings

1
JD Cables Ltd.
Core Holding
2
RBL Bank Limited
Core Holding
3
Creative Newtech Limited
Core Holding
4
Lodha Developers Limited
Core Holding
5
Afcom Holdings Ltd.
Core Holding

Ideal Investor Profile

Have a long-term investment horizon (5 years or more).

Seek higher capital appreciation.

Are comfortable with market volatility.

Want exposure to emerging growth companies.

Prefer expert portfolio 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. Returns may vary depending on investment timing, portfolio alignment, expenses, and market conditions. Investors are advised to read all scheme-related documents carefully before investing.