Know Your PMS · Monthly tearsheet
BONANZA AEGIS
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_202652 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
24.35%
Total return
157.09%
Max drawdown
-20.70%
Sharpe
1.25
Sortino
1.47
Calmar
1.18
Win months
65.38%
Best / worst month
17.5% / -12.3%
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 | 3.56% | 1.71% | -6.61% | 17.48% | 0.51% | 0.95% | -4.92% | 7.97% | 5.14% | – | – | – | 26.56% |
2025 | -9.61% | -12.27% | 2.83% | -0.17% | 7.15% | 0.35% | -4.53% | -4.80% | 2.64% | 4.06% | -1.69% | -2.44% | -18.50% |
2024 | 8.82% | -2.24% | -1.91% | 7.83% | 5.62% | 10.01% | 4.84% | 1.25% | 2.83% | -0.54% | 1.24% | 7.10% | 53.90% |
2023 | -2.57% | -3.37% | 0.65% | 11.32% | 5.93% | 4.68% | 6.33% | 6.33% | 1.74% | -2.99% | 9.55% | 3.70% | 48.28% |
2022 | – | – | – | – | – | -3.07% | 8.40% | 6.04% | 0.36% | 0.19% | -0.83% | -1.69% | 9.22% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Feb_2025 | Sep_2026 | 20.70% | 20 mo |
| Nov_2022 | Feb_2023 | Apr_2023 | 8.21% | 5 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 4.11% | 2 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 3.07% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.99% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
4 mo
Ann. volatility
18.85%
Downside deviation
16.57%