Know Your PMS · Monthly tearsheet
AMALTAS KEYSTONE FUND
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_202621 months filedBM: S and P BSE 500 Total Return IndexBM: BSE500TRIBM: Benchmark
CAGR
28.22%
Total return
54.49%
Max drawdown
-20.10%
Sharpe
0.98
Sortino
1.06
Calmar
1.40
Win months
66.67%
Best / worst month
27.0% / -13.2%
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 | -5.69% | 1.23% | -9.02% | 26.97% | 14.11% | 7.22% | 2.36% | 5.65% | 5.67% | – | – | – | 54.19% |
2025 | 0.00% | -13.23% | 5.10% | 2.10% | 10.61% | 5.35% | 0.39% | -7.31% | -0.56% | 1.76% | 1.16% | -3.05% | 0.19% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Mar_2026 | Apr_2026 | 20.10% | 8 mo |
| Feb_2025 | Feb_2025 | May_2025 | 13.23% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
28.83%
Downside deviation
26.53%