Know Your PMS · Monthly tearsheet
Alchemy Alpha Small Cap
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_202633 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
17.74%
Total return
56.69%
Max drawdown
-21.07%
Sharpe
0.86
Sortino
1.04
Calmar
0.84
Win months
48.48%
Best / worst month
16.7% / -16.0%
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 | -5.59% | -0.33% | -5.96% | 16.72% | 5.76% | 6.17% | -0.84% | 5.97% | 1.01% | – | – | – | 23.10% |
2025 | -16.00% | -5.67% | 8.71% | -1.29% | 7.71% | 4.61% | -1.27% | -3.59% | -0.19% | 4.10% | -2.58% | -1.31% | -8.90% |
2024 | 10.46% | -2.28% | -1.54% | 7.98% | -3.06% | 11.01% | 5.86% | 4.39% | 2.78% | -3.43% | -0.16% | 3.32% | 39.73% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 21.07% | 20 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 3.78% | 2 mo |
| May_2024 | May_2024 | Jun_2024 | 3.06% | 1 mo |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.84% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
21.37%
Downside deviation
16.99%