Know Your PMS · Monthly tearsheet
NAFA INDIA ALPHA FUND
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_202610 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
8.37%
Max drawdown
-12.46%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
17.6% / -9.1%
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 | -3.61% | 0.05% | -9.10% | 17.55% | -0.95% | 4.92% | 0.29% | 3.35% | -2.23% | – | – | – | 8.52% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.14% | -0.14% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Apr_2026 | 12.46% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 2.23% | 1 mo · open |
| May_2026 | May_2026 | Jun_2026 | 0.95% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
22.85%
Downside deviation
15.63%