Sundaram Alternate Assets LimitedStrategyTearsheet

Know Your PMS · Monthly tearsheet

FIRST AGGRESSIVE

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_202629 months filedBM: CRISIL COMPOSITE BOND FUND INDEXBM: BenchmarkBM: CRISILCOMPOSITEBOND
Strategy page
CAGR
10.09%
Total return
26.14%
Max drawdown
0.00%
Sharpe
8.72
Sortino
Not reported
Calmar
Not reported
Win months
96.55%
Best / worst month
1.5% / 0.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.48%0.84%0.46%1.20%0.43%1.11%0.72%0.88%0.63%–––6.95%
2025
0.81%0.69%0.90%1.14%0.58%0.80%0.56%0.54%0.98%0.64%0.76%0.71%9.50%
2024
––––0.00%1.28%1.52%1.38%1.08%0.67%0.72%0.82%7.71%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
28 mo
Longest loss streak
0 mo
Ann. volatility
1.09%
Downside deviation
0.00%