Know Your PMS · Monthly tearsheet
BONANZA VALUE FUND
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 Apr_20224 months filed
CAGR
Needs 12 months
Total return
-2.63%
Max drawdown
-8.69%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
25.00%
Best / worst month
7.0% / -8.6%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -0.07% | -8.63% | 6.96% | -0.30% | – | – | – | – | – | – | – | – | -2.63% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Feb_2022 | Ongoing | 8.69% | 4 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
19.13%
Downside deviation
17.27%