Know Your PMS · Monthly tearsheet
Ametra FactorAlpha Smallcap 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_20268 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
8.99%
Max drawdown
-15.66%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.50%
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 | -3.80% | 0.95% | -13.15% | 27.03% | 0.88% | 5.66% | -4.80% | 0.25% | – | – | – | – | 8.99% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Apr_2026 | 15.66% | 3 mo |
| Jul_2026 | Jul_2026 | Ongoing | 4.80% | 2 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
37.82%
Downside deviation
29.01%