Know Your PMS · Monthly tearsheet
BONANZA PRIMA FUND CONSERVATIVE
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_202631 months filedBM: NIFTY50TRIBM: NIFTY 50 TRI
CAGR
6.09%
Total return
16.51%
Max drawdown
-11.92%
Sharpe
0.66
Sortino
0.49
Calmar
0.51
Win months
67.74%
Best / worst month
4.7% / -7.1%
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 | 0.66% | 0.97% | -7.10% | 4.30% | 0.46% | 0.90% | 0.66% | 0.70% | -3.29% | – | – | – | -2.14% |
2025 | -4.18% | -5.38% | 3.61% | 1.87% | 3.23% | 2.25% | -0.87% | -0.86% | 1.65% | 3.04% | 0.98% | -0.33% | 4.65% |
2024 | – | – | 0.00% | 4.33% | 1.73% | 4.69% | 3.65% | 0.69% | 0.99% | -2.06% | 0.23% | -1.03% | 13.78% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 11.92% | 12 mo |
| Mar_2026 | Mar_2026 | Ongoing | 7.10% | 7 mo · open |
| Dec_2025 | Dec_2025 | Jan_2026 | 0.33% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
9.46%
Downside deviation
12.36%