Know Your PMS · Monthly tearsheet
BONANZA VALUE
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_202643 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
22.57%
Total return
107.36%
Max drawdown
-11.51%
Sharpe
1.15
Sortino
1.45
Calmar
1.96
Win months
60.47%
Best / worst month
14.1% / -10.0%
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 | 0.83% | 3.03% | -6.50% | 13.60% | 1.67% | 1.05% | -1.12% | 6.51% | -3.26% | – | – | – | 15.50% |
2025 | -10.04% | – | 5.42% | 0.32% | 6.95% | 4.55% | -5.76% | -0.15% | 1.23% | -0.46% | -3.65% | 0.75% | -2.08% |
2024 | 14.12% | 4.11% | – | – | – | – | – | – | – | – | – | -0.64% | 18.05% |
2023 | -2.13% | -4.51% | – | 7.47% | 6.51% | 9.23% | 8.31% | 5.95% | – | -4.47% | 9.12% | 9.40% | 52.92% |
2022 | – | – | – | – | – | -6.36% | 9.26% | 3.90% | 1.89% | -1.54% | 2.38% | -1.55% | 7.49% |
2021 | – | – | – | – | – | – | – | – | – | -6.91% | -1.09% | 2.63% | -5.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Jun_2022 | Aug_2022 | 11.51% | 5 mo |
| Dec_2024 | Jan_2025 | May_2025 | 10.62% | 4 mo |
| Jul_2025 | Mar_2026 | Apr_2026 | 10.60% | 9 mo |
| Dec_2022 | Feb_2023 | May_2023 | 7.99% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 4.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
19.24%
Downside deviation
15.52%