Strength
Paid well for the ride
Sharpe of 1.42 means return more than paid for the volatility on this sample. Sortino sits at 1.13.
AlphaaMoney Equity+ Portfolio Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Prp Edge Wealth Private Limited
Age: 36 months
Trailing return from filed months
- 1Y
- 6.23%
- 3Y
- 15.83%
- 5Y
- Needs 60 months
- CAGR
- 15.83%
- Max DD
- -10.46%
- Calmar
- 1.51
- Track
- 36 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
15.83%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Shallow peak-to-trough
Worst drop was -10.5%. Typical drawdowns ran nearer -1.5%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+69.4% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 71%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
63.70%
Annualised Return
15.83%
Hit Rate
69.44%
Maximum Drawdown
-10.46%
Annualised Volatility
12.53%
Sharpe Ratio
1.42
Sortino Ratio
1.13
Consistency Score
71.4%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 21.34%
- Worst Year Return P
- 5.56%
- Median Annual Return P
- 13.06%
- Average Monthly Return P
- 1.48%
- Geometric Mean Return P
- 1.42%
- Average Drawdown P
- -1.54%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 8 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 8 mo
- Return / Max Drawdown P
- 1.51
- Return / Avg Drawdown P
- 11.97
- Ulcer Index P
- 3.18%
- Positive Rolling Periods % P
- 68.57%
- Return Stability Score P
- 27.65
- Return Persistence P
- -0.04
- Worst Rolling 12M Return P
- 3.27%
- Best Rolling 12M Return P
- 41.21%
- Maximum Monthly Loss P
- -7.83%
- Worst 3-Month Period P
- -8.25%
- Worst 6-Month Period P
- -7.99%
- Return Smoothness Index P
- 18.95
- Pain Adjusted Return P
- 11.97%
- Worst Case Investor Entry P
- 3.27%
- Capital Preservation Score P
- 89.54%
- Aggressiveness Score P
- 3.62%
- Recovery Efficiency P
- 1.51
- Downside Volatility R
- 10.35%
- Upside Volatility R
- 8.76%
- Time in Drawdown % R
- 42.86%
- VaR 95% R
- -4.47%
- VaR 99% R
- -6.93%
- CVaR 95% R
- -6.42%
- CVaR 99% R
- -7.39%
- Semi Variance R
- 0.0009
- Volatility of Drawdowns R
- 2.74%
- CAGR per Unit Drawdown R
- 1.76
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 5.56%
- Return Skewness C
- -0.21
- Return Kurtosis C
- 1.87
- Coefficient of Variation C
- 2.44
- Calmar Ratio C
- 1.51
- Sterling Ratio C
- 1.76
- Burke Ratio C
- 1.09
Filings
Month-end SEBI filings. Missing months stay blank.
AlphaaMoney Equity+ Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has AlphaaMoney Equity+ Portfolio performed?
- AlphaaMoney Equity+ Portfolio (Prp Edge Wealth Private Limited) shows CAGR 15.83% and max drawdown -10.46% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is AlphaaMoney Equity+ Portfolio CAGR / max drawdown?
- CAGR is 15.83%; max drawdown is -10.46%. We only publish CAGR when there are enough months (≥12 on this track of 36 months). Learn more
- Where do AlphaaMoney Equity+ Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite AlphaaMoney Equity+ Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more