Know Your PMS · Monthly tearsheet
Alder Capital -Dynamic 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_202629 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
16.72%
Total return
45.30%
Max drawdown
-10.35%
Sharpe
1.65
Sortino
1.49
Calmar
1.62
Win months
72.41%
Best / worst month
7.1% / -6.2%
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 | 7.09% | -4.42% | -6.20% | 3.18% | 1.37% | -1.07% | 4.75% | 1.65% | -1.84% | – | – | – | 3.84% |
2025 | -0.70% | 0.95% | 1.29% | 3.16% | 1.54% | 3.00% | 0.76% | 0.44% | 4.58% | 4.21% | 1.30% | 6.72% | 30.62% |
2024 | – | – | – | – | 0.00% | 1.68% | 0.72% | 1.29% | 2.26% | -0.19% | 1.18% | 0.00% | 7.13% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Ongoing | 10.35% | 8 mo · open |
| Jan_2025 | Jan_2025 | Feb_2025 | 0.70% | 1 mo |
| Oct_2024 | Oct_2024 | Nov_2024 | 0.19% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
2 mo
Ann. volatility
9.56%
Downside deviation
11.23%