Know Your PMS · Monthly tearsheet

AIAlpha Dynamic Equity 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_202614 months filedBM: BenchmarkBM: NIFTY50(TRI)BM: NIFTY50TRI
Strategy page
CAGR
-1.47%
Total return
-1.72%
Max drawdown
-12.40%
Sharpe
-0.01
Sortino
-0.07
Calmar
-0.12
Win months
57.14%
Best / worst month
8.9% / -12.4%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-0.34%0.68%-12.40%8.88%-0.56%3.72%-0.02%0.05%-5.38%–––-6.58%
2025
–––––––0.00%0.40%3.24%0.57%0.92%5.20%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Mar_2026Mar_2026Ongoing12.40%7 mo · open
Jan_2026Jan_2026Feb_20260.34%1 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
4 mo
Longest loss streak
1 mo
Ann. volatility
15.71%
Downside deviation
20.96%