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 Dec_20258 months filedBM: NIFTY50TRIBM: Benchmark
CAGR
Needs 12 months
Total return
10.08%
Max drawdown
-2.06%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
5.3% / -1.1%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | – | – | – | – | 0.00% | 3.11% | -0.15% | -0.83% | -1.09% | 5.27% | 2.42% | 1.10% | 10.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Sep_2025 | Oct_2025 | 2.06% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
7.18%
Downside deviation
2.76%