Strategy performance
The Alpha I Strategy
Anand Rathi Advisors Limited · AUM ₹10.5 Cr · as of Sep 2026
Our read
₹100 grew to ₹161.5 since inception (+14.7% CAGR), with a max drawdown of −20.0%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+10.8%
Since inception
+14.7%
Max drawdown
−20.0%
Volatility
+15.5%
Peer position
Loading peer ranks…
Performance
The Alpha I Strategy₹161.5Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.7% | +0.5% | −11.0% | +11.8% | +0.9% | +2.9% | +1.7% | +2.1% | −4.9% | −0.2% | |||
| 2025 | −7.1% | −8.7% | +6.8% | +2.7% | +5.3% | +3.1% | −1.9% | −1.6% | +1.1% | +3.6% | +0.1% | −1.6% | +0.6% |
| 2024 | +4.3% | +1.7% | +0.4% | +5.1% | +0.4% | +6.6% | +4.8% | +1.1% | +0.9% | −5.0% | +0.3% | −0.9% | +20.8% |
| 2023 | 0.0% | +4.1% | +5.0% | +5.5% | +1.1% | +1.7% | −2.7% | +8.5% | +6.4% | +33.1% |
Metrics
Tearsheet- 1M return
- −4.9%
- 3M return
- −1.2%
- 6M return
- +14.7%
- 1Y return
- +1.8%
- 2Y CAGR
- −2.7%
- 3Y CAGR
- +10.8%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +14.7%
- Total return
- +61.5%
- Average month
- +1.2%
- Median month
- +1.1%
- Average up month
- +3.3%
- Best month
- +11.8%
- Best rolling 12M
- +49.0%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
The Alpha I Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has The Alpha I Strategy performed?
- The Alpha I Strategy (Anand Rathi Advisors Limited) shows CAGR 14.68% and max drawdown -19.96% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is The Alpha I Strategy CAGR / max drawdown?
- CAGR is 14.68%; max drawdown is -19.96%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do The Alpha I Strategy returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite The Alpha I Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more