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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 | 9 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 | 15 yrs Experience | 15 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 30.3 15.4 17.9 18.4
Bonanza Value Flexi Cap Value 78.3 25.7 26.7 22.9

Returns as of 31-May-24.

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