facebook

Bonanza PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a Recommended AMC: Despite being in existence for over a decade, Bonanza PMS has failed to scale. The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (64cr) | Promoter Category ()

PMS Background

Bonanza PMS is part of the Bonanza Group (a mid-sized broking & wealth management firm). This PMS house is still at a nascent stage. 

PMS Investment Philosophy

Bonanza PMS does not have a PMS level investment philosophy, with philosophy being driven at a scheme level itself.

Inv Team

Investment Team

Abhishek Misra | 2-star rated FM

CEO & Principal Officer | 24 yrs Experience | 10 yrs at current firm

Past Experience: Principal Officer (Karvy Insurance), Branch Head (Karvy Stock)

Despite 2 decades of work experience, Abhishek Misra’s career has been dominant in Insurance and sales. His experience as an equities fund manager is still reatlively nascent.

Achin Goel

CIO & Fund Manager | 16 yrs Experience | 16 yrs at current firm

Past Experience: Head of Wealth management

Achin comes with a decade of experience in capital markets started as an broker to fund manager at bonanza pms.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Bonanza Growth Flexi Cap GARP 32.1 14.4 20.7 18.8
Bonanza Value Flexi Cap Value 41.7 19.3 27.1 22.2

Returns as of 30-Sep-24.

Free 30-Day Trial of the IME RMS

Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).

The IME RMS is the first tool ever, to give investors direct access to the insights of the central research team. Investors gain direct access to our ratings, rating rationales & analysis across thousands of funds (MFs, PMSs, AIFs, Global funds), asset classes, categories & more.

 Learn More