Bonanza Portfolio Growth Strategy

About Bonanza Group

Bonanza is one of the fastest-growing companies in the financial services space in India with a trust of more than 2.5 decades. Since its inception in 1994, Bonanza has been helping millions of investors navigate their investing journey with ease.

Bonanza offers a one-stop solution for all investing needs ranging from equity, mutual funds, insurance, and depository services. With over 1700 outlets and presence across more than 500 cities in India and the UAE, Bonanza continues to expand its reach every year.

Portfolio Management Services

Portfolio Management Service is a customized professional service where qualified and experienced portfolio managers, backed by a research team, manage equity portfolios on behalf of clients with the objective of delivering consistent long-term returns while controlling risk.

PMS Investment Strategies

Our Success Story

Our Strengths

What We Deliver?

Growth Strategy

Investment Process

Technical Analysis

• Framework for diversification as a risk mitigation strategy
• Portfolio construction matrix including stock co-relationship and percentage weightage
• Entry and exit point analysis
• Focus on available data points and behavioral aspects
• Key parameters include price movement, beta, volatility, moving averages, and global macros

Fundamental Analysis

• Top-down investment approach
• Preference for leaders in their respective categories
• Focus on recent or upcoming growth trigger points at stock-specific or industry-specific levels
• Emphasis on growth metrics such as ROE, ROCE, and profit ratios

Growth Strategy Performance vs Nifty 50 TRI

Top Multi-Bagger Picks

Top 10 Holdings & Sector Allocation

Top 5 Sector Holdings & Category Allocation