Strategy performance
BONANZA PRIMA FUND AGGRESSIVE
Bonanza Portfolio Limited · AUM ₹56.8 Cr · as of Sep 2026
Our read
₹100 grew to ₹128.8 since inception (+9.4% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −16.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
+2.9% vs benchmark
Since inception
+9.4%
Max drawdown
−16.7%
Volatility
+13.4%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
BONANZA PRIMA FUND AGGRESSIVE₹128.8Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +0.9% | −8.9% | +9.4% | +0.7% | +2.2% | +0.2% | +3.0% | −3.3% | +5.0% | |||
| 2025 | −6.8% | −7.8% | +4.7% | +1.1% | +5.0% | +4.4% | −1.0% | −1.0% | +1.1% | +3.6% | −0.1% | −1.4% | +0.9% |
| 2024 | +4.2% | +0.8% | −1.7% | +4.3% | +1.9% | +6.6% | +4.6% | +0.9% | +1.7% | −4.0% | +0.3% | +0.6% | +21.7% |
| 2023 | 0.0% | 0.0% |
Metrics
Tearsheet- 1M return
- −3.3%
- 3M return
- −0.1%
- 6M return
- +12.4%
- 1Y return
- +7.2%
- 2Y CAGR
- +1.3%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +9.4%
- Total return
- +28.8%
- Average month
- +0.8%
- Median month
- +0.9%
- Average up month
- +2.8%
- Best month
- +9.4%
- Best rolling 12M
- +21.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
BONANZA PRIMA FUND AGGRESSIVE performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has BONANZA PRIMA FUND AGGRESSIVE performed?
- BONANZA PRIMA FUND AGGRESSIVE (Bonanza Portfolio Limited) shows CAGR 9.36% and max drawdown -16.75% 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 BONANZA PRIMA FUND AGGRESSIVE CAGR / max drawdown?
- CAGR is 9.36%; max drawdown is -16.75%. We only publish CAGR when there are enough months (≥12 on this track of 34 months). Learn more
- Where do BONANZA PRIMA FUND AGGRESSIVE 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 BONANZA PRIMA FUND AGGRESSIVE?
- 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