SUNDARAM ALTERNATE ASSETS LIMITEDStrategyTearsheet

Know Your PMS · Monthly tearsheet

FIRST CONSERVATIVE

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_202610 months filedBM: CRISIL COMPOSITE BOND FUND INDEXBM: CRISILCOMPOSITEBOND
Strategy page
CAGR
Needs 12 months
Total return
5.99%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
1.3% / 0.2%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.39%0.76%0.16%0.81%0.31%1.26%0.57%0.40%0.51%–––5.29%
2025
–––––––––––0.67%0.67%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
10 mo
Longest loss streak
0 mo
Ann. volatility
1.03%
Downside deviation
0.00%