Know Your PMS · Monthly tearsheet
BONANZA EDGE
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202653 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
39.53%
Total return
335.52%
Max drawdown
-20.46%
Sharpe
1.73
Sortino
2.49
Calmar
1.93
Win months
69.81%
Best / worst month
15.9% / -10.5%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -1.24% | -1.47% | -10.52% | 15.93% | 4.43% | 3.75% | 4.14% | 4.43% | -4.65% | – | – | – | 13.41% |
2025 | -5.71% | – | 7.61% | 0.02% | 8.45% | 6.17% | -5.78% | -4.96% | 3.87% | 3.11% | -3.59% | -1.20% | 6.75% |
2024 | 12.33% | 1.15% | – | – | – | – | – | – | – | – | – | -3.01% | 10.20% |
2023 | -2.18% | -5.23% | – | 3.80% | 4.35% | 8.51% | 10.04% | – | – | 1.51% | 10.19% | 5.09% | 40.94% |
2022 | 2.59% | -4.84% | 7.74% | 3.69% | – | -3.21% | 3.42% | 6.38% | 0.48% | 3.06% | 4.75% | 0.44% | 26.53% |
2021 | – | 11.03% | 5.18% | 0.80% | 14.61% | 5.63% | 15.15% | -2.34% | 12.41% | – | -3.79% | 5.62% | 83.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Jul_2026 | 20.46% | 12 mo |
| Dec_2024 | Jan_2025 | May_2025 | 8.55% | 4 mo |
| Jan_2023 | Feb_2023 | May_2023 | 7.30% | 3 mo |
| Feb_2022 | Feb_2022 | Mar_2022 | 4.84% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.65% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
20.45%
Downside deviation
15.87%