Know Your PMS · Monthly tearsheet
BONANZA FACTORX
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_20268 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2
CAGR
Needs 12 months
Total return
-13.92%
Max drawdown
-13.92%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
57.14%
Best / worst month
4.2% / -10.6%
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 | – | 0.00% | -10.63% | 4.18% | 0.52% | -5.52% | 0.04% | 1.74% | -4.35% | – | – | – | -13.92% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Sep_2026 | Ongoing | 13.92% | 7 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
15.42%
Downside deviation
25.49%