Our read
₹100 grew to ₹207.4 since inception (+22.6% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −11.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+26.5%
+22.5% vs benchmark
Since inception
+22.6%
Max drawdown
−11.5%
Volatility
+19.5%
Peer position
Loading peer ranks…
Performance
BONANZA VALUE₹207.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.8% | +3.0% | −6.5% | +13.6% | +1.7% | +1.1% | −1.1% | +6.5% | −3.3% | +15.5% | |||
| 2025 | −10.0% | +5.4% | +0.3% | +7.0% | +4.5% | −5.8% | −0.1% | +1.2% | −0.5% | −3.6% | +0.8% | −2.1% | |
| 2024 | +14.1% | +4.1% | −0.6% | +18.0% | |||||||||
| 2023 | −2.1% | −4.5% | +7.5% | +6.5% | +9.2% | +8.3% | +6.0% | −4.5% | +9.1% | +9.4% | +52.9% | ||
| 2022 | −6.4% | +9.3% | +3.9% | +1.9% | −1.5% | +2.4% | −1.6% | +7.5% | |||||
| 2021 | −6.9% | −1.1% | +2.6% | −5.5% |
Metrics
Tearsheet- 1M return
- −3.3%
- 3M return
- +1.9%
- 6M return
- +18.9%
- 1Y return
- +11.6%
- 2Y CAGR
- +20.9%
- 3Y CAGR
- +26.5%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +22.6%
- Total return
- +107.4%
- Average month
- +1.9%
- Median month
- +1.2%
- Average up month
- +5.4%
- Best month
- +14.1%
- Best rolling 12M
- +84.4%
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 VALUE performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has BONANZA VALUE performed?
- BONANZA VALUE (Bonanza Portfolio Limited) shows CAGR 22.57% and max drawdown -11.51% 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 VALUE CAGR / max drawdown?
- CAGR is 22.57%; max drawdown is -11.51%. We only publish CAGR when there are enough months (≥12 on this track of 43 months). Learn more
- Where do BONANZA VALUE 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 VALUE?
- 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