Know Your PMS · Monthly tearsheet
UNICORN Active Alpha India Asset Allocation Portfolio
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_20269 months filedBM: NIFTYMULTIASSETBM: NSE Multi Asset Index 2
CAGR
Needs 12 months
Total return
-0.55%
Max drawdown
-9.91%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
75.00%
Best / worst month
9.4% / -8.0%
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 | -2.93% | 0.89% | -8.01% | 9.43% | 0.32% | 1.65% | 1.14% | 1.47% | -3.61% | – | – | – | -0.55% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Jun_2026 | 9.91% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.61% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
15.57%
Downside deviation
18.52%