Sundaram Alternate Assets LimitedStrategyTearsheet

Know Your PMS · Monthly tearsheet

FIRST BESPOKE

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_202628 months filedBM: CRISIL COMPOSITE BOND FUND INDEXBM: CRISILCOMPOSITEBONDBM: Benchmark
Strategy page
CAGR
9.81%
Total return
24.41%
Max drawdown
0.00%
Sharpe
8.75
Sortino
Not reported
Calmar
Not reported
Win months
96.43%
Best / worst month
1.6% / 0.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.53%0.94%0.24%0.84%0.58%1.64%0.63%0.68%0.59%–––6.86%
2025
0.91%0.39%0.94%1.33%0.93%0.89%0.77%0.53%0.96%0.79%0.87%0.79%10.58%
2024
–––––0.00%0.92%0.77%0.99%1.02%0.72%0.75%5.28%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
27 mo
Longest loss streak
0 mo
Ann. volatility
1.06%
Downside deviation
0.00%