Bonanza Opportunity Fund AIF: Returns, Portfolio & Fees

AIF · Multi Asset · CAT III - LONG SHORT - MULTIASSET

Bonanza Opportunity Fund

Fund size₹27 Cr

IRRSince inception2.88%

1Y return2.88%

Fund age11 mo

Fund Manager

Puneet Kinra

Fund Manager, PMS, Avp, Bonanza

Mr. Puneet Kinra serves as Assistant Vice President i.e. AVP (Quant & Technical Systems) at Bonanza Portfolio ltd, where he oversees Algorithmic Trading Strategies for Equity & Derivative markets. With over 20+ years of experience in Research across Capital Markets including Algorithmic Trading , Portfolio Management & Retail Trading for Indices, stocks, Futures & Options. He has expertized in both quantitative & Qualitative Research. He has excellent track record of generating consistent returns from market over the years. Apart from Equity market, He also has good command on Commodity Market, Forex Market and International Markets.For over a decade, Mr. Puneet Kinra has also provided expert market advice to various Business News Channels like Zee Business, CNBC AWAAZ, ET Now and various financial Newspapers like Economic Times, Business Standard and Financial Websites like Moneycontrol.com etc. He is best known for predicting major turning points in Equity market.

Managing AUM₹27 Cr

Growth of₹Cr

Bonanza Opportunity

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Bonanza Opportunity	3.68%	2.88%	—	—	—	2.88%
NIFTY 500 Index	−1.07%	2.38%	—	—	—	2.38%
Excess over benchmark	4.75%	0.50%	—	—	—	0.50%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.

Risk : What you take on to earn the return

Volatility

15.68%

A standard deviation reflecting historical swings.

Risk-reward

−0.04

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −12.17%, and recovered on 29 Apr 2026.

Max drawdowns

−12.17%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−12.17%	–	29 Apr 2026	–
Benchmark	01 Aug 2025	30 Mar 2026	−14.69%	241 days	–	–

Scheme

Peak–

Trough–

Depth−12.17%

Fell over–

Recovered29 Apr 2026

Recovery took–

Benchmark

Peak01 Aug 2025

Trough30 Mar 2026

Depth−14.69%

Fell over241 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

43.17

P/B ratio

7.89

Dividend yield

0.66%

Avg market cap

₹1.91 L Cr

Asset class

Multi Asset

Market cap

Large cap21.19%

Mid cap13.90%

Small cap43.68%

Cash & others21.23%

As on 31 Jul 2026

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