Know Your PMS · Monthly tearsheet
The Alpha Capital Pledge (TAP)
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 Jul_202666 months filedBM: NIFTY50(TRI)BM: BenchmarkBM: NIFTY50TRI
CAGR
-6.74%
Total return
-31.88%
Max drawdown
-38.58%
Sharpe
-0.50
Sortino
-0.34
Calmar
-0.17
Win months
30.30%
Best / worst month
10.8% / -25.1%
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 | 0.06% | 0.00% | -0.50% | 0.00% | 0.00% | -0.51% | 0.00% | – | – | – | – | – | -0.95% |
2025 | -25.14% | 0.00% | -0.50% | 0.00% | 0.00% | 10.85% | 0.00% | 0.00% | 1.50% | 0.00% | 0.01% | -0.51% | -16.61% |
2024 | 0.00% | 0.00% | -0.33% | 0.00% | 0.00% | -0.50% | 0.00% | 0.14% | -0.50% | 0.14% | 0.00% | -0.51% | -1.55% |
2023 | 0.01% | -7.73% | -0.51% | 0.00% | 0.00% | -0.60% | 0.00% | 0.00% | -0.50% | 0.01% | 0.01% | -0.50% | -9.63% |
2022 | 0.00% | 0.00% | -4.13% | 0.01% | 0.01% | -0.49% | 0.01% | 0.01% | -0.50% | 0.01% | 0.01% | -0.50% | -5.49% |
2021 | – | 0.01% | -0.48% | 0.01% | 0.01% | -0.49% | 0.01% | 0.01% | -0.50% | 0.00% | 0.00% | -0.50% | -1.91% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2021 | Mar_2025 | Ongoing | 38.58% | 65 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
12.18%
Downside deviation
19.73%