Know Your PMS · Monthly tearsheet
ALPHA STAR
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_202668 months filedBM: S and P BSE 500BM: BenchmarkBM: BSE500TRI
CAGR
6.68%
Total return
44.26%
Max drawdown
-25.10%
Sharpe
0.49
Sortino
0.43
Calmar
0.27
Win months
57.35%
Best / worst month
13.1% / -11.2%
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 | -2.92% | 2.04% | -11.24% | 13.13% | 1.00% | 3.07% | 0.30% | -0.14% | -5.13% | – | – | – | -1.61% |
2025 | -6.40% | -9.46% | 7.93% | 1.46% | 4.97% | 3.88% | -4.23% | 0.57% | -2.88% | 2.60% | -0.93% | -1.94% | -5.65% |
2024 | -0.39% | 0.51% | 0.73% | 4.45% | -0.85% | 8.23% | 2.08% | 2.08% | 1.17% | -6.06% | -2.29% | -1.64% | 7.59% |
2023 | -4.29% | -1.10% | -0.50% | 2.94% | 3.00% | 5.63% | 1.06% | 0.56% | -0.63% | -1.57% | 8.19% | 5.37% | 19.53% |
2022 | -3.25% | -6.69% | 4.65% | -4.29% | -8.73% | -3.47% | 6.34% | 4.52% | -0.51% | 1.49% | -0.74% | -3.81% | -14.64% |
2021 | – | 6.55% | 2.72% | 1.59% | 9.51% | 3.08% | 2.87% | 3.05% | 5.59% | 1.13% | -1.73% | 1.39% | 41.56% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 25.10% | 24 mo · open |
| Nov_2021 | Jun_2022 | Dec_2023 | 20.63% | 25 mo |
| May_2024 | May_2024 | Jun_2024 | 0.85% | 1 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.39% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
5 mo
Ann. volatility
15.58%
Downside deviation
15.37%