Small cap 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: 9 months · Sparse · 9 mo

Sparse track record

Needs 12 months

CAGR

-3.86

Max DD

Needs 12 months

Calmar

Needs 12 months

Sharpe

Needs 12 months

Sortino

44.44

Win Ratio

Trailing return from filed months

1Y
Needs 12 months
3Y
Needs 36 months
5Y
Needs 60 months
CAGR
Needs 12 months
Max DD
-3.86%
Calmar
Needs 12 months
Track
9 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 -3.9%. Typical drawdowns ran nearer -0.9%. Milder than most equity PMS paths on file.

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Wins cluster in fewer months

Hit rate is only +44.4%. Gains arrive in bunches, so long red stretches are part of how this track works.

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Often below a prior high

Roughly 56% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.

Total Return

11.67%

Annualised Return

Needs 12 months

Hit Rate

44.44%

Maximum Drawdown

-3.86%

Annualised Volatility

13.06%

Sharpe Ratio

Needs 12 months

Sortino Ratio

Needs 12 months

Consistency Score

44.4%

Calmar Ratio

Needs 12 months

PPerformance(24)RRisk(12)CConsistency(8)
Best Year Return
P
Needs 12 months
Worst Year Return
P
Needs 12 months
Median Annual Return
P
Needs 12 months
Average Monthly Return
P
1.29%
Geometric Mean Return
P
1.23%
Average Drawdown
P
-0.89%
Median Drawdown
P
-0.16%
Max Drawdown Duration
P
2 mo
Average Drawdown Duration
P
1 mo
Ulcer Index
P
1.57%
Return Stability Score
P
26.53
Return Persistence
P
-0.38
Worst Rolling 12M Return
P
Needs 12 months
Best Rolling 12M Return
P
Needs 12 months
Maximum Monthly Loss
P
-2.49%
Worst 3-Month Period
P
-1.51%
Worst 6-Month Period
P
5.94%
Return Smoothness Index
P
15.25
Capital Preservation Score
P
96.14%
Aggressiveness Score
P
3.77%
Downside Volatility
R
3.09%
Upside Volatility
R
13.53%
Time in Drawdown %
R
55.56%
VaR 95%
R
-4.91%
VaR 99%
R
-7.47%
CVaR 95%
R
-4.91%
CVaR 99%
R
-7.47%
Semi Variance
R
0.0001
Volatility of Drawdowns
R
1.37%
CAGR per Unit Drawdown
R
Needs 12 months
Equity Curve Convexity
R
0.00
Return Skewness
C
1.39
Return Kurtosis
C
1.30
Coefficient of Variation
C
2.91
Sharpe Stability
C
Needs 12 months

Filings

Month-end SEBI filings. Missing months stay blank.

As of March 2023

Small cap performance FAQ

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

How has Small cap performed?
Small cap (BONANZA PORTFOLIO LIMITED) shows CAGR Needs 12 months and max drawdown -3.86% 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 Small cap CAGR / max drawdown?
CAGR is Needs 12 months; max drawdown is -3.86%. We only publish CAGR when there are enough months (≥12 on this track of 9 months). Learn more
Where do Small cap 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 Small cap?
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