Know Your PMS · Monthly tearsheet
ALPHA EQUITY
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_202667 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
21.27%
Total return
193.48%
Max drawdown
-20.92%
Sharpe
1.25
Sortino
1.47
Calmar
1.02
Win months
62.69%
Best / worst month
16.1% / -12.2%
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 | -3.49% | 0.57% | -12.18% | 16.05% | 0.45% | 3.90% | 1.53% | -0.59% | – | – | – | – | 4.20% |
2025 | -8.57% | -9.29% | 5.71% | 3.03% | 6.47% | 6.73% | -1.55% | -1.62% | 3.41% | -0.34% | -3.64% | -1.94% | -3.19% |
2024 | 7.71% | 7.40% | -0.85% | 3.92% | 2.83% | 10.17% | 7.10% | 0.97% | 0.40% | -4.22% | -0.32% | 0.37% | 40.49% |
2023 | -1.44% | 0.24% | 1.01% | 4.81% | 4.48% | 6.68% | 6.89% | -0.29% | 4.68% | -0.81% | 9.67% | 2.67% | 45.27% |
2022 | -3.79% | -5.31% | -0.16% | 4.71% | -1.92% | 0.60% | 7.51% | 2.83% | 5.98% | 0.45% | 2.55% | -2.87% | 10.16% |
2021 | – | 7.76% | 2.13% | -0.68% | 7.67% | 5.08% | 5.04% | -0.41% | 3.39% | -0.19% | -3.79% | 0.75% | 29.40% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 20.92% | 23 mo · open |
| Oct_2021 | Mar_2022 | Aug_2022 | 12.00% | 10 mo |
| Dec_2022 | Jan_2023 | Apr_2023 | 4.27% | 4 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.85% | 1 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.81% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
16.48%
Downside deviation
14.43%