Know Your PMS · Monthly tearsheet
Alphaa Better Risk Reward 30 Stocks Portfolio
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_202637 months filedBM: Nifty 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
5.91%
Total return
19.38%
Max drawdown
-20.82%
Sharpe
0.45
Sortino
0.37
Calmar
0.28
Win months
56.76%
Best / worst month
8.3% / -13.2%
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 | -4.46% | -1.56% | -13.21% | 7.91% | -0.96% | 2.25% | 1.31% | -1.54% | -5.12% | – | – | – | -15.58% |
2025 | -5.65% | -4.83% | 7.08% | 3.11% | 0.13% | 4.07% | -1.26% | -2.10% | 0.11% | 2.87% | 1.89% | -0.09% | 4.69% |
2024 | 4.16% | 3.21% | 1.30% | 4.31% | -1.60% | 5.31% | 5.99% | 2.28% | -1.78% | -6.78% | 1.21% | -0.01% | 18.24% |
2023 | – | – | – | – | – | – | – | – | 1.34% | -2.54% | 8.32% | 6.78% | 14.24% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Mar_2026 | Ongoing | 20.82% | 25 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.54% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.60% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
15.35%
Downside deviation
16.10%