Back to PMS Products

Bonanza Value Strategy

Invest in Tomorrow's Market Leaders with a Long-Term Value Investing Approach

Strategy Type
Equity (Value)
Benchmark
Nifty 50 TRI
Horizon
5+ Years
Portfolio Style
Diversified
Focus
Mid & Small Cap
Inception Date
12 Oct 2021

About the Strategy

The Bonanza Value Strategy is designed to generate long-term capital appreciation by investing in companies with strong fundamentals, attractive valuations, and significant growth opportunities.

The investment process combines both top-down and bottom-up research to identify businesses that possess sustainable competitive advantages and clear growth catalysts, aiming to identify the next multibaggers while building a diversified long-term portfolio.

Investment Philosophy

“Buy quality businesses at attractive valuations and remain invested as they create long-term wealth.”

Every investment opportunity is evaluated based on: Business quality, Earnings growth potential, Financial strength, Industry leadership, Management quality, Valuation comfort, and Long-term scalability.

Growth Catalysts & Highlights

Product & Innovation

Focus on product innovation and entry into new strategic growth markets.

Operational Scaling

Capacity expansion coupled with a strong order pipeline and new customers.

Financial Improvements

Improvement in raw material costs and consistent debt reduction.

Value Investing Philosophy

Disciplined research-driven approach to buy quality businesses below intrinsic value.

Performance Since Inception

Strategy growth vs Benchmark index

SI CAGR
18.50%
Benchmark
Nifty 50 TRI

1-Year Return: 34.20% | 3-Year Return: 22.80%

TWRR Basis

Returns Summary

1 YEAR34.20%
3 YEARS22.80%
SINCE INCEPTION18.50%

Portfolio Snapshot

MixLatest
Small Cap
65.83%
Mid Cap
27.95%
Large Cap
1.66%
Cash
4.56%

Top Sector Allocation

Top Sector: Capital Goods
Others33.62%
Capital Goods20.38%
Healthcare14.12%
FMCG11.68%
Finance10.51%
Automobile & Ancillaries9.69%

Risk Metrics

Standard Deviation
Volatility measure relative to mean.
19.8%
Beta
Movement relative to broader market.
1.05
Sharpe Ratio
Risk-adjusted performance measure.
1.45

Top Portfolio Holdings

1
Cupid Limited
Core Holding
2
BSE Limited
Core Holding
3
Polycab India Limited
Core Holding
4
Acutaas Chemicals Limited
Core Holding
5
Kirloskar Oil Engines Limited
Core Holding

Ideal Investor Profile

Seek long-term capital appreciation.

Are comfortable with market volatility.

Want exposure to emerging growth companies.

Prefer professionally managed portfolios.

Have an investment horizon of at least 5 years.

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 a guarantee of future returns. Investors should carefully read all related documents before investing.