Know Your PMS · Monthly tearsheet
IIFL Bluechip Alpha Portfolio
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_20269 months filedBM: NIFTY 50 TRIBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
0.34%
Max drawdown
-13.52%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
75.00%
Best / worst month
12.5% / -12.1%
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 | -3.31% | 1.78% | -12.12% | 12.47% | 2.55% | 2.74% | 1.84% | 2.05% | -5.79% | – | – | – | 0.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Jun_2026 | 13.52% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.79% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
22.24%
Downside deviation
27.67%