Sundaram Alternate Assets LimitedStrategyTearsheet

Know Your PMS · Monthly tearsheet

FIRST MODERATE

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: BenchmarkBM: CRISIL COMPOSITE BOND FUND INDEXBM: CRISILCOMPOSITEBOND
Strategy page
CAGR
8.55%
Total return
21.09%
Max drawdown
0.00%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
96.43%
Best / worst month
1.2% / 0.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.43%0.84%0.33%0.93%0.38%1.14%0.60%0.61%0.60%–––6.01%
2025
0.77%0.65%0.92%1.19%0.78%0.72%0.09%0.48%0.87%0.59%0.74%0.76%8.90%
2024
–––––0.00%1.21%0.75%0.85%0.65%0.67%0.66%4.89%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
27 mo
Longest loss streak
0 mo
Ann. volatility
0.96%
Downside deviation
0.00%