Know Your PMS · Monthly tearsheet
BONANZA MULTICAP
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
34.94%
Total return
294.93%
Max drawdown
-22.44%
Sharpe
1.19
Sortino
1.53
Calmar
1.56
Win months
60.00%
Best / worst month
20.5% / -14.4%
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 | -3.54% | 0.23% | -10.50% | 20.48% | -0.22% | 3.15% | -1.33% | 5.27% | -1.03% | – | – | – | 10.30% |
2025 | -13.32% | – | 8.74% | -2.78% | 13.87% | 4.34% | -0.65% | -6.58% | -0.88% | 2.75% | -1.66% | -0.16% | 1.04% |
2024 | 12.76% | -2.51% | – | – | – | – | – | – | – | – | – | 6.01% | 16.54% |
2023 | -1.35% | -8.04% | -1.42% | 10.57% | 6.49% | 10.21% | 17.13% | – | – | 0.30% | 10.97% | 1.15% | 53.04% |
2022 | 1.36% | -14.41% | 13.33% | 2.87% | – | -9.94% | 16.09% | 8.75% | 1.95% | 1.63% | 4.12% | -8.53% | 13.48% |
2021 | – | 16.12% | -0.91% | 14.08% | 17.04% | 6.70% | 14.78% | 1.01% | 3.05% | -3.90% | -11.52% | 5.14% | 75.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2021 | Feb_2022 | Aug_2022 | 22.44% | 9 mo |
| Jul_2025 | Mar_2026 | Aug_2026 | 19.69% | 13 mo |
| Dec_2022 | Mar_2023 | Jun_2023 | 18.20% | 6 mo |
| Jan_2025 | Jan_2025 | May_2025 | 13.32% | 3 mo |
| Feb_2024 | Feb_2024 | Dec_2024 | 2.51% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
28.53%
Downside deviation
22.89%