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Deep hole on the path
Max drawdown reached -27.0%. That is a hard stretch for anyone checking the account monthly. The deepest trough lasted about 24 months.
Alphaa Focused Small-Cap Portfolio Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Prp Edge Wealth Private Limited
Age: 38 months
Trailing return from filed months
- 1Y
- -7.45%
- 3Y
- 7.78%
- 5Y
- Needs 60 months
- CAGR
- 8.90%
- Max DD
- -26.97%
- Calmar
- 0.33
- Track
- 38 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
9.57%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Watch
Calendar year luck is real
Best year hit +31.9%. Worst calendar year was -9.2%. A +41% gap means the year you enter can dominate how the track feels.
Watch
Often below a prior high
Roughly 70% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
37.53%
Annualised Return
8.90%
Hit Rate
60.53%
Maximum Drawdown
-26.97%
Annualised Volatility
20.96%
Sharpe Ratio
0.60
Sortino Ratio
0.43
Consistency Score
62.2%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 31.93%
- Worst Year Return P
- -9.19%
- Median Annual Return P
- 7.45%
- Average Monthly Return P
- 1.04%
- Geometric Mean Return P
- 0.87%
- Average Drawdown P
- -8.63%
- Median Drawdown P
- -8.39%
- Max Drawdown Duration P
- 24 mo
- Average Drawdown Duration P
- 9 mo
- Return / Max Drawdown P
- 0.33
- Return / Avg Drawdown P
- 1.26
- Ulcer Index P
- 11.90%
- Positive Rolling Periods % P
- 37.84%
- Return Stability Score P
- 16.53
- Return Persistence P
- -0.08
- Worst Rolling 12M Return P
- -11.11%
- Best Rolling 12M Return P
- 56.08%
- Maximum Monthly Loss P
- -12.61%
- Worst 3-Month Period P
- -21.82%
- Worst 6-Month Period P
- -26.10%
- Return Smoothness Index P
- 11.11
- Pain Adjusted Return P
- 1.26%
- Worst Case Investor Entry P
- -11.11%
- Capital Preservation Score P
- 73.03%
- Aggressiveness Score P
- 6.05%
- Recovery Efficiency P
- 0.16
- Downside Volatility R
- 14.38%
- Upside Volatility R
- 14.65%
- Time in Drawdown % R
- 70.27%
- VaR 95% R
- -8.91%
- VaR 99% R
- -13.03%
- CVaR 95% R
- -11.68%
- CVaR 99% R
- -13.03%
- Semi Variance R
- 0.0017
- Volatility of Drawdowns R
- 7.98%
- CAGR per Unit Drawdown R
- 0.40
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -9.19%
- Return Skewness C
- -0.04
- Return Kurtosis C
- 0.83
- Coefficient of Variation C
- 5.80
- Calmar Ratio C
- 0.33
- Sterling Ratio C
- 0.40
- Burke Ratio C
- 0.33
Filings
Month-end SEBI filings. Missing months stay blank.
Alphaa Focused Small-Cap Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Alphaa Focused Small-Cap Portfolio performed?
- Alphaa Focused Small-Cap Portfolio (Prp Edge Wealth Private Limited) shows CAGR 8.90% and max drawdown -26.97% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Alphaa Focused Small-Cap Portfolio CAGR / max drawdown?
- CAGR is 8.90%; max drawdown is -26.97%. We only publish CAGR when there are enough months (≥12 on this track of 38 months). Learn more
- Where do Alphaa Focused Small-Cap Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Alphaa Focused Small-Cap Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more