Know Your PMS · Monthly tearsheet
ALPHA COMPOUNDERS
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 Jun_202635 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
11.60%
Total return
37.72%
Max drawdown
-19.18%
Sharpe
0.74
Sortino
0.64
Calmar
0.60
Win months
65.71%
Best / worst month
9.4% / -11.5%
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 | -3.45% | 0.10% | -11.48% | 8.91% | 1.34% | -0.83% | – | – | – | – | – | – | -6.36% |
2025 | -4.84% | -8.84% | 9.38% | 3.71% | 5.02% | 3.72% | -4.10% | -2.55% | 0.66% | 3.31% | -0.91% | 0.39% | 3.63% |
2024 | 1.08% | 2.33% | 0.97% | 6.41% | 5.46% | 7.59% | 1.79% | 4.80% | 0.36% | -5.23% | 1.36% | -3.01% | 25.77% |
2023 | – | – | – | – | – | – | – | 2.70% | -0.49% | -4.19% | 7.72% | 6.99% | 12.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Ongoing | 19.18% | 21 mo · open |
| Sep_2023 | Oct_2023 | Nov_2023 | 4.66% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
16.57%
Downside deviation
18.01%