Know Your PMS · Monthly tearsheet
Alpha Alternatives Fund Advisors LLP AA Premium Advantage PMS
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 Aug_202621 months filedBM: NSE Multi Asset Index 1BM: NIFTYMULTIASSETBM: BenchmarkBM: NIFTYMULTIASSET50-40-10
CAGR
-25.73%
Total return
-40.58%
Max drawdown
-59.31%
Sharpe
-0.44
Sortino
-0.79
Calmar
-0.43
Win months
23.81%
Best / worst month
42.1% / -20.7%
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 | -9.05% | -8.19% | -20.69% | 42.13% | -6.49% | 3.22% | -4.32% | 11.25% | – | – | – | – | -3.29% |
2025 | -14.88% | -17.09% | -2.06% | -9.58% | 18.87% | -4.76% | 2.06% | -4.72% | -3.93% | -0.72% | -1.20% | -5.23% | -38.55% |
2024 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Ongoing | 59.31% | 20 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
8 mo
Ann. volatility
45.04%
Downside deviation
32.71%