Know Your PMS · Monthly tearsheet
BONANZA OPTIMA STRATEGY
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_202627 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
2.91%
Total return
6.66%
Max drawdown
-16.03%
Sharpe
0.29
Sortino
0.19
Calmar
0.18
Win months
62.96%
Best / worst month
8.1% / -9.5%
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 | 1.20% | 0.44% | -9.48% | 8.10% | 1.24% | 1.38% | 1.20% | 2.14% | -4.07% | – | – | – | 1.23% |
2025 | -6.84% | -5.42% | 2.84% | 1.43% | 4.51% | 3.98% | -1.50% | -1.03% | 1.13% | 3.83% | 0.46% | -0.20% | 2.50% |
2024 | – | – | – | – | – | – | 2.52% | 3.40% | 1.75% | -4.20% | -0.17% | -0.35% | 2.79% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 16.03% | 21 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.07% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
12.67%
Downside deviation
15.64%