Know Your PMS · Monthly tearsheet
The Alpha I Strategy
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: S and P BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
14.68%
Total return
61.51%
Max drawdown
-19.96%
Sharpe
0.97
Sortino
0.79
Calmar
0.74
Win months
71.43%
Best / worst month
11.8% / -11.0%
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 | -2.70% | 0.51% | -10.97% | 11.75% | 0.88% | 2.92% | 1.74% | 2.09% | -4.86% | – | – | – | -0.17% |
2025 | -7.13% | -8.65% | 6.81% | 2.71% | 5.35% | 3.08% | -1.86% | -1.64% | 1.05% | 3.60% | 0.09% | -1.62% | 0.57% |
2024 | 4.33% | 1.73% | 0.37% | 5.06% | 0.42% | 6.63% | 4.82% | 1.06% | 0.90% | -5.02% | 0.27% | -0.94% | 20.84% |
2023 | – | – | – | 0.00% | 4.10% | 5.04% | 5.47% | 1.09% | 1.74% | -2.71% | 8.46% | 6.36% | 33.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 19.96% | 24 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.71% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
15.31%
Downside deviation
18.66%