Know Your PMS · Monthly tearsheet
Alder Capital -B2C Growth (Strategy- Equity)
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_202642 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
18.91%
Total return
83.32%
Max drawdown
-8.22%
Sharpe
1.49
Sortino
1.77
Calmar
2.30
Win months
73.81%
Best / worst month
11.6% / -5.9%
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 | 5.48% | -3.55% | -4.84% | 2.53% | 1.60% | -0.23% | 4.31% | 1.39% | -1.35% | – | – | – | 4.98% |
2025 | -1.32% | -0.17% | 0.87% | 2.61% | 0.86% | 3.74% | 0.05% | 1.11% | 2.65% | 2.92% | 0.52% | 5.72% | 21.17% |
2024 | 0.27% | -5.92% | 0.04% | 6.09% | -0.35% | 11.63% | 0.82% | 3.95% | 4.12% | -4.76% | 0.36% | 0.69% | 16.96% |
2023 | – | – | – | 5.38% | 2.92% | 9.82% | 0.52% | -2.18% | 1.30% | -1.34% | 4.73% | 0.52% | 23.22% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Aug_2026 | 8.22% | 6 mo |
| Feb_2024 | Feb_2024 | Jun_2024 | 5.92% | 4 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 5.19% | 8 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.24% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.35% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
2 mo
Ann. volatility
12.00%
Downside deviation
10.65%