Know Your PMS · Monthly tearsheet
AIAlpha Bluechip Equity Portfolio
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_202614 months filedBM: BenchmarkBM: NIFTY50(TRI)BM: NIFTY50TRI
CAGR
-2.66%
Total return
-3.10%
Max drawdown
-14.22%
Sharpe
-0.11
Sortino
-0.17
Calmar
-0.19
Win months
42.86%
Best / worst month
7.5% / -10.8%
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 | -2.10% | -0.59% | -10.82% | 7.48% | -0.78% | 3.08% | -0.85% | 0.24% | -5.11% | – | – | – | -10.02% |
2025 | – | – | – | – | – | – | – | 0.00% | 2.42% | 4.73% | 1.59% | -1.17% | 7.70% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 14.22% | 10 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
14.54%
Downside deviation
16.07%