Know Your PMS · Monthly tearsheet
Alphaa Focused Small-Cap 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_202638 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
8.90%
Total return
31.01%
Max drawdown
-26.97%
Sharpe
0.51
Sortino
0.43
Calmar
0.33
Win months
60.53%
Best / worst month
16.6% / -12.6%
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 | -5.92% | 1.28% | -11.30% | 16.60% | -1.70% | 1.71% | 0.56% | 0.26% | -4.74% | – | – | – | -5.37% |
2025 | -11.12% | -12.61% | 10.09% | 2.35% | 7.51% | 4.68% | -2.25% | -2.97% | -0.61% | 3.61% | -4.63% | -1.02% | -9.19% |
2024 | 7.22% | 0.85% | -2.21% | 10.36% | 0.88% | 8.03% | 6.20% | 2.66% | -2.39% | -3.94% | 0.81% | 0.66% | 31.93% |
2023 | – | – | – | – | – | – | – | 3.88% | 0.73% | -0.80% | 8.53% | 2.58% | 15.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 26.97% | 25 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.21% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.80% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
3 mo
Ann. volatility
20.65%
Downside deviation
20.67%