Know Your PMS · Monthly tearsheet
dezerv Alpha Beta Equity 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 Aug_202652 months filedBM: BenchmarkBM: BSE500TRI
CAGR
13.33%
Total return
72.01%
Max drawdown
-16.34%
Sharpe
1.00
Sortino
0.95
Calmar
0.82
Win months
65.38%
Best / worst month
9.7% / -10.9%
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 | -2.96% | 0.53% | -10.92% | 9.66% | -0.23% | 2.05% | 2.13% | 0.38% | – | – | – | – | -0.53% |
2025 | -3.65% | -6.81% | 6.16% | 2.98% | 3.67% | 3.66% | -1.74% | -1.47% | 1.17% | 3.71% | 0.47% | -0.25% | 7.39% |
2024 | 2.29% | 2.36% | 0.45% | 4.50% | 1.28% | 6.86% | 4.49% | 0.66% | 1.83% | -5.21% | -0.23% | -1.48% | 18.70% |
2023 | -2.93% | -2.04% | 0.21% | 3.86% | 4.38% | 4.71% | 3.75% | 0.29% | 1.79% | -2.88% | 7.09% | 7.28% | 27.83% |
2022 | – | – | – | – | 0.00% | -5.08% | 8.72% | 2.89% | -1.64% | 2.54% | 1.76% | -2.62% | 6.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Nov_2025 | 16.34% | 13 mo |
| Dec_2025 | Mar_2026 | Ongoing | 13.32% | 9 mo · open |
| Dec_2022 | Feb_2023 | May_2023 | 7.40% | 5 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 5.08% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.88% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
13.41%
Downside deviation
14.03%