Know Your PMS · Monthly tearsheet
INVESTSAVVY ALPHA
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_202648 months filedBM: BSE500TRIBM: Benchmark
CAGR
28.94%
Total return
176.37%
Max drawdown
-32.39%
Sharpe
1.05
Sortino
1.16
Calmar
0.89
Win months
62.50%
Best / worst month
28.0% / -16.2%
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 | -8.67% | -0.40% | -16.13% | 27.99% | – | – | – | 0.00% | – | – | – | – | -2.35% |
2025 | -10.86% | -16.19% | 7.11% | 0.79% | 11.75% | 5.35% | -2.29% | -3.64% | 4.32% | 4.93% | -6.09% | -2.44% | -10.34% |
2024 | 8.05% | -0.28% | -6.88% | 20.67% | 4.46% | 9.20% | 2.08% | 4.14% | 1.58% | 0.26% | 1.32% | -1.16% | 49.74% |
2023 | -0.92% | -4.97% | 1.78% | 8.40% | 6.49% | 15.81% | 10.60% | 7.71% | 5.44% | -1.94% | 8.70% | 4.94% | 80.00% |
2022 | – | – | – | – | – | -3.94% | 9.43% | 5.85% | -2.05% | 1.63% | 4.58% | 1.11% | 17.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Mar_2026 | Ongoing | 32.39% | 18 mo · open |
| Feb_2024 | Mar_2024 | Apr_2024 | 7.14% | 2 mo |
| Jan_2023 | Feb_2023 | Apr_2023 | 5.84% | 3 mo |
| Jun_2022 | Jun_2022 | Jul_2022 | 3.94% | 1 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 2.05% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
5 mo
Ann. volatility
27.70%
Downside deviation
24.85%