Know Your PMS · Monthly tearsheet
DRChoksey Alpha Invest
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_202626 months filedBM: Nifty 50 TRIBM: NIFTY50TRIBM: BenchmarkBM: BSE500TRI
CAGR
-4.42%
Total return
-9.33%
Max drawdown
-24.80%
Sharpe
-0.12
Sortino
-0.20
Calmar
-0.18
Win months
57.69%
Best / worst month
12.8% / -13.5%
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 | -3.31% | 0.90% | -13.53% | 11.87% | 2.85% | 0.30% | 5.61% | – | -7.05% | – | – | – | -4.43% |
2025 | -4.51% | -10.00% | 6.80% | 0.10% | 12.85% | 2.39% | -3.18% | -0.99% | 0.17% | 0.93% | -0.85% | -4.88% | -2.96% |
2024 | – | – | – | – | – | – | 2.59% | 3.00% | 0.72% | -5.01% | 0.95% | -4.20% | -2.23% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 24.80% | 23 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
3 mo
Ann. volatility
19.90%
Downside deviation
21.97%