Know Your PMS · Monthly tearsheet
ALPHA ALTERNATIVES FUND ADVISORS LLP PMS SYSTEMATIC EQUITY
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_202663 months filedBM: BSE500TRIBM: BSE 500 TRIBM: Benchmark
CAGR
10.98%
Total return
72.81%
Max drawdown
-25.21%
Sharpe
0.76
Sortino
0.73
Calmar
0.44
Win months
58.73%
Best / worst month
9.8% / -10.6%
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 | -3.16% | 3.05% | -10.57% | 8.04% | 3.55% | -0.70% | 1.47% | 0.93% | – | – | – | – | 1.54% |
2025 | -9.10% | -9.74% | 9.75% | 2.43% | 2.96% | 5.67% | -2.22% | -4.21% | -2.67% | -0.65% | -1.64% | 0.42% | -10.23% |
2024 | 7.35% | 0.57% | -2.04% | 6.07% | 3.80% | 9.11% | 5.79% | 5.62% | -0.25% | -3.39% | -3.24% | 0.12% | 32.53% |
2023 | -0.92% | 0.29% | -0.51% | 2.22% | 3.67% | 5.33% | 4.75% | 3.33% | 0.66% | -1.85% | 6.56% | 5.24% | 32.33% |
2022 | -2.70% | -5.57% | 1.27% | 1.71% | -2.78% | -5.16% | 6.21% | 4.12% | -0.58% | -2.24% | 1.60% | -2.89% | -7.46% |
2021 | – | – | – | – | – | 0.00% | 6.04% | 5.15% | 4.25% | 1.81% | -3.95% | 2.77% | 16.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 25.20% | 24 mo · open |
| Nov_2021 | Jun_2022 | Jun_2023 | 13.87% | 19 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.04% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.85% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
15.11%
Downside deviation
14.95%