Know Your PMS · Monthly tearsheet
Alchemy Smart Alpha Micro and Small Cap
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_202616 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
15.71%
Total return
21.47%
Max drawdown
-13.51%
Sharpe
0.73
Sortino
0.89
Calmar
1.16
Win months
56.25%
Best / worst month
18.7% / -11.0%
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 | -5.23% | 4.10% | -11.00% | 18.73% | -0.68% | -0.63% | -0.53% | 10.46% | 2.90% | – | – | – | 16.33% |
2025 | – | – | – | – | – | 4.43% | 0.57% | -5.12% | 0.75% | 5.59% | -2.48% | 1.01% | 4.42% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Apr_2026 | 13.51% | 5 mo |
| Aug_2025 | Aug_2025 | Oct_2025 | 5.12% | 2 mo |
| May_2026 | Jul_2026 | Aug_2026 | 1.83% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
3 mo
Ann. volatility
22.71%
Downside deviation
17.66%