Know Your PMS · Monthly tearsheet
BONANZA GROWTH
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_202655 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
15.14%
Total return
90.81%
Max drawdown
-11.64%
Sharpe
1.02
Sortino
1.07
Calmar
1.30
Win months
61.82%
Best / worst month
10.5% / -9.8%
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 | 1.82% | -0.35% | -9.77% | 10.53% | 1.14% | -1.88% | -4.32% | 3.68% | -5.25% | – | – | – | -5.61% |
2025 | -7.87% | – | 5.83% | 1.63% | 5.30% | 3.06% | -5.98% | -0.65% | 4.33% | 3.42% | -0.20% | -1.37% | 6.68% |
2024 | 2.67% | 1.50% | – | – | – | – | – | – | – | – | – | 1.44% | 5.71% |
2023 | -2.33% | -1.90% | 0.73% | 5.17% | 3.05% | 5.95% | 3.46% | – | – | -2.16% | 8.67% | 6.75% | 30.14% |
2022 | -1.12% | -5.24% | 4.68% | -3.43% | – | -5.95% | 10.02% | 4.27% | -0.27% | 3.91% | 2.27% | -2.40% | 5.71% |
2021 | – | 4.16% | 3.83% | 2.78% | 6.03% | 1.60% | 6.62% | 1.23% | 1.65% | -2.83% | -0.12% | 2.20% | 30.31% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Jun_2022 | Aug_2022 | 11.64% | 9 mo |
| Feb_2026 | Mar_2026 | May_2026 | 10.09% | 3 mo |
| Jan_2025 | Jan_2025 | May_2025 | 7.87% | 3 mo |
| Jun_2026 | Sep_2026 | Ongoing | 7.77% | 4 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 6.59% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
3 mo
Ann. volatility
14.79%
Downside deviation
14.12%