Know Your PMS · Monthly tearsheet
BONANZA PRUDENTIA
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_202623 months filedBM: Nifty 50 Hybrid Composite Debt 50:50 IndexBM: BenchmarkBM: NIFTY50HYBRID50-50BM: NIFTY50TRI
CAGR
5.15%
Total return
10.10%
Max drawdown
-2.51%
Sharpe
1.26
Sortino
1.14
Calmar
2.05
Win months
69.57%
Best / worst month
2.4% / -2.5%
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 | 0.49% | 0.84% | -2.51% | 2.39% | 0.64% | 1.75% | 0.55% | 0.60% | -0.82% | – | – | – | 3.92% |
2025 | -1.26% | -1.06% | 1.52% | 1.71% | 2.09% | 0.83% | 0.24% | -0.59% | 0.48% | 1.59% | 0.35% | -0.27% | 5.71% |
2024 | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.23% | 0.23% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | May_2026 | 2.51% | 2 mo |
| Jan_2025 | Feb_2025 | Apr_2025 | 2.31% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 0.82% | 1 mo · open |
| Aug_2025 | Aug_2025 | Oct_2025 | 0.59% | 2 mo |
| Dec_2025 | Dec_2025 | Jan_2026 | 0.27% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
3.96%
Downside deviation
4.50%