Know Your PMS · Monthly tearsheet
dezerv Alpha Equity 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 Aug_202652 months filedBM: BSE500TRIBM: Benchmark
CAGR
15.83%
Total return
89.06%
Max drawdown
-16.52%
Sharpe
1.21
Sortino
1.23
Calmar
0.96
Win months
65.38%
Best / worst month
10.4% / -10.2%
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 | -2.85% | 0.76% | -10.20% | 10.44% | 0.90% | 2.10% | 2.30% | 1.01% | – | – | – | – | 3.35% |
2025 | -3.55% | -6.95% | 5.95% | 2.82% | 4.01% | 3.60% | -1.64% | -1.47% | 1.46% | 3.62% | 0.25% | -0.46% | 7.11% |
2024 | 2.90% | 2.14% | -0.13% | 4.94% | 1.00% | 6.98% | 5.24% | 1.68% | 1.97% | -5.43% | -0.40% | -1.25% | 20.80% |
2023 | -1.63% | -1.46% | 0.47% | 3.67% | 3.93% | 3.72% | 4.01% | 1.12% | 2.28% | -2.05% | 7.17% | 6.75% | 31.19% |
2022 | – | – | – | – | 0.00% | -2.92% | 7.02% | 3.45% | -1.32% | 2.80% | 1.18% | -2.31% | 7.77% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Nov_2025 | 16.52% | 13 mo |
| Dec_2025 | Mar_2026 | Jul_2026 | 12.50% | 7 mo |
| Dec_2022 | Feb_2023 | May_2023 | 5.31% | 5 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 2.92% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.05% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
5 mo
Ann. volatility
12.79%
Downside deviation
12.85%