Know Your PMS · Monthly tearsheet
ALPHA
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_202668 months filedBM: S and P BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
4.46%
Total return
28.07%
Max drawdown
-30.27%
Sharpe
0.39
Sortino
0.34
Calmar
0.15
Win months
55.88%
Best / worst month
10.3% / -10.0%
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 | -0.81% | -0.48% | -10.00% | 10.30% | -1.17% | 1.48% | 2.05% | 3.32% | -5.92% | – | – | – | -2.51% |
2025 | -7.66% | -7.79% | 1.38% | 2.00% | 5.59% | 4.32% | -0.52% | -3.87% | -4.23% | -1.04% | -2.83% | -0.91% | -15.36% |
2024 | 2.44% | 6.62% | 1.02% | -1.74% | -0.79% | 8.33% | 7.68% | 0.56% | 2.09% | -2.85% | -5.56% | 1.07% | 19.44% |
2023 | -4.26% | 0.68% | 0.12% | 3.45% | 2.89% | 5.71% | 5.62% | -1.08% | 2.24% | -1.70% | 0.53% | 3.19% | 18.28% |
2022 | -2.44% | -5.25% | 3.28% | 0.47% | -1.69% | -1.60% | 5.03% | 2.86% | -3.98% | -0.09% | 0.21% | 0.07% | -3.56% |
2021 | – | 6.15% | 1.52% | -1.12% | 3.67% | 3.89% | -0.20% | -0.43% | 0.38% | 0.44% | -1.97% | 1.07% | 13.92% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 30.27% | 24 mo · open |
| Nov_2021 | Jan_2023 | Jun_2023 | 8.52% | 19 mo |
| Apr_2024 | May_2024 | Jun_2024 | 2.52% | 2 mo |
| Oct_2023 | Oct_2023 | Dec_2023 | 1.70% | 2 mo |
| Apr_2021 | Apr_2021 | May_2021 | 1.12% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
9 mo
Ann. volatility
13.23%
Downside deviation
13.03%