Know Your PMS · Monthly tearsheet
InCred Omni Alpha Multi-Manager Equity 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 Aug_202618 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
11.32%
Total return
17.46%
Max drawdown
-11.69%
Sharpe
0.89
Sortino
0.69
Calmar
0.97
Win months
72.22%
Best / worst month
9.4% / -10.2%
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 | -1.98% | 1.17% | -10.24% | 9.36% | 0.29% | 1.98% | 1.43% | 1.32% | – | – | – | – | 2.32% |
2025 | – | – | 3.00% | 2.63% | 2.64% | 2.99% | -1.27% | -0.76% | 1.41% | 3.38% | 0.81% | -0.79% | 14.80% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Jul_2026 | 11.69% | 7 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.02% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
12.58%
Downside deviation
16.37%