Know Your PMS · Monthly tearsheet
SBI Alpha Edge 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 Aug_20269 months filedBM: Nifty50 TRIBM: NIFTY50TRI
CAGR
Needs 12 months
Total return
33.29%
Max drawdown
-5.46%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
16.9% / -5.5%
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 | -1.69% | 2.26% | -5.46% | 16.86% | 4.67% | 10.02% | 1.60% | 2.57% | – | – | – | – | 33.29% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 5.46% | 1 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 1.69% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
21.53%
Downside deviation
14.00%