Know Your PMS · Monthly tearsheet
Alt ReIT InvIT Portfolio Strategy
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_202610 months filed
CAGR
Needs 12 months
Total return
8.13%
Max drawdown
-3.91%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
88.89%
Best / worst month
2.3% / -3.9%
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 | 1.89% | 1.03% | -3.91% | 1.95% | 0.82% | 2.18% | 2.28% | 1.82% | -0.86% | – | – | – | 7.26% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.81% | 0.81% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Jun_2026 | 3.91% | 3 mo |
| Sep_2026 | Sep_2026 | Ongoing | 0.86% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
6.26%
Downside deviation
9.81%