Know Your PMS · Monthly tearsheet
ALPHAGROWTHS
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_202641 months filedBM: BSE500TRIBM: BenchmarkBM: S and PBSE500TR
CAGR
16.23%
Total return
67.17%
Max drawdown
-18.83%
Sharpe
0.91
Sortino
0.75
Calmar
0.86
Win months
70.73%
Best / worst month
12.6% / -11.6%
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 | -2.43% | 1.16% | -11.64% | 12.63% | 3.46% | 3.76% | 2.04% | 2.63% | -10.16% | – | – | – | -0.79% |
2025 | -5.35% | -11.63% | 12.14% | 4.94% | 6.43% | 3.48% | -4.19% | -3.69% | 1.81% | 3.74% | -0.54% | -1.26% | 3.75% |
2024 | 0.86% | 1.39% | 1.28% | 6.45% | 4.21% | 6.71% | 2.41% | 1.44% | 0.61% | -3.91% | 2.86% | -1.81% | 24.36% |
2023 | – | – | – | – | 2.47% | 5.59% | 4.50% | 2.84% | 1.81% | -3.60% | 8.65% | 5.32% | 30.59% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | May_2025 | 18.83% | 7 mo |
| Jul_2025 | Mar_2026 | Jun_2026 | 16.53% | 11 mo |
| Sep_2026 | Sep_2026 | Ongoing | 10.16% | 1 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.60% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
18.19%
Downside deviation
21.75%