Know Your PMS · Monthly tearsheet
ARTHALPHA SIGNATURE WEALTH
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 Aug_202618 months filedBM: S and P BSE 500 Total Return IndexBM: NIFTYMULTIASSETBM: NIFTYMULTIASSET50-40-10BM: BenchmarkBM: BSE500TRI
CAGR
5.94%
Total return
9.04%
Max drawdown
-8.45%
Sharpe
0.59
Sortino
0.44
Calmar
0.70
Win months
66.67%
Best / worst month
8.0% / -8.4%
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 | -1.84% | 2.12% | -8.45% | 8.02% | 1.11% | 0.21% | 1.56% | 1.65% | – | – | – | – | 3.69% |
2025 | – | – | 0.00% | 0.61% | 0.92% | 1.93% | -1.54% | -0.48% | 0.74% | 2.90% | 0.10% | -0.07% | 5.16% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jun_2026 | 8.45% | 3 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.01% | 3 mo |
| Dec_2025 | Jan_2026 | Feb_2026 | 1.91% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
10.38%
Downside deviation
13.63%