Growth Scheme Performance

Dormant · no recent filings

Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.

BONANZA PORTFOLIO LIMITED

Age: 12 months

3.16%

CAGR

-10.24

Max DD

0.31

Calmar

0.34

Sharpe

0.24

Sortino

66.67

Win Ratio

Trailing return from filed months

1Y
Not reported
3Y
Needs 36 months
5Y
Needs 60 months
CAGR
3.16%
Max DD
-10.24%
Calmar
0.31
Track
12 months
As of…
Tearsheet
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Research sheet

Monthly tearsheet

Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.

Open full-page tearsheet

Read of the numbers

Reported metrics only · not advice

Strength

Shallow peak-to-trough

Worst drop was -10.2%. Typical drawdowns ran nearer -2.0%. Milder than most equity PMS paths on file.

Strength

Green months were normal

+66.7% of months finished up. Losses exist, but they were not the default month.

Strength

Steady month pattern

Consistency lands near 70%. Month-to-month results did not whip around as much as a typical equity book.

Strength

Most holding windows finished up

100% of rolling periods ended positive. Waiting out a few months usually still left you ahead on this sample.

Total Return

2.58%

Annualised Return

3.16%

Hit Rate

66.67%

Maximum Drawdown

-10.24%

Annualised Volatility

11.67%

Sharpe Ratio

0.32

Sortino Ratio

0.24

Consistency Score

70.0%

PPerformance(26)RRisk(12)CConsistency(9)
Average Monthly Return
P
0.31%
Geometric Mean Return
P
0.26%
Average Drawdown
P
-2.05%
Median Drawdown
P
0.00%
Max Drawdown Duration
P
3 mo
Average Drawdown Duration
P
2 mo
Return / Max Drawdown
P
0.31
Return / Avg Drawdown
P
0.70
Ulcer Index
P
3.65%
Positive Rolling Periods %
P
100.00%
Return Stability Score
P
29.68
Return Persistence
P
0.06
Worst Rolling 12M Return
P
3.16%
Best Rolling 12M Return
P
3.16%
Maximum Monthly Loss
P
-5.48%
Worst 3-Month Period
P
-10.24%
Worst 6-Month Period
P
-4.58%
Return Smoothness Index
P
22.65
Worst Case Investor Entry
P
3.16%
Capital Preservation Score
P
89.76%
Aggressiveness Score
P
3.37%
Recovery Efficiency
P
0.31
Downside Volatility
R
8.68%
Upside Volatility
R
5.31%
Time in Drawdown %
R
30.00%
VaR 95%
R
-5.23%
VaR 99%
R
-7.53%
CVaR 95%
R
-5.48%
CVaR 99%
R
-7.53%
Semi Variance
R
0.0006
Volatility of Drawdowns
R
3.58%
CAGR per Unit Drawdown
R
0.31
Equity Curve Convexity
R
-0.01
Return Skewness
C
-0.83
Return Kurtosis
C
0.06
Coefficient of Variation
C
10.97
Calmar Ratio
C
0.31
Sterling Ratio
C
0.70
Burke Ratio
C
0.30

Filings

Month-end SEBI filings. Missing months stay blank.

As of February 2025

Growth Scheme performance FAQ

Live figures from the scorecard above. Full definitions on the metrics explainer.

How has Growth Scheme performed?
Growth Scheme (BONANZA PORTFOLIO LIMITED) shows CAGR 3.16% and max drawdown -10.24% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
What is Growth Scheme CAGR / max drawdown?
CAGR is 3.16%; max drawdown is -10.24%. We only publish CAGR when there are enough months (≥12 on this track of 12 months). Learn more
Where do Growth Scheme returns come from?
Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
Why might a window say Not reported?
Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
How do I re-underwrite Growth Scheme?
Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
Is this a recommendation to invest?
No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more