Know Your PMS · Monthly tearsheet
ALPHAMUTUALFO
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: BenchmarkBM: BSE500TRIBM: S and PBSE500TR
CAGR
6.07%
Total return
22.30%
Max drawdown
-3.39%
Sharpe
0.99
Sortino
0.73
Calmar
1.79
Win months
17.07%
Best / worst month
8.4% / -3.4%
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 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | 0.00% |
2025 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
2024 | -0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.01% |
2023 | – | – | – | – | 2.58% | 2.46% | 3.11% | 0.34% | 1.87% | -3.39% | 5.43% | 8.40% | 22.31% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2023 | Oct_2023 | Nov_2023 | 3.39% | 1 mo |
| Jan_2024 | Jan_2024 | Ongoing | 0.01% | 33 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
6.10%
Downside deviation
8.30%