Know Your PMS · Monthly tearsheet
AlphaaMoney Equity+ 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_202636 months filedBM: Nifty 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
15.83%
Total return
55.41%
Max drawdown
-10.46%
Sharpe
1.21
Sortino
1.13
Calmar
1.51
Win months
69.44%
Best / worst month
11.0% / -7.8%
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 | -0.54% | 0.09% | -7.83% | 11.04% | 2.75% | -0.78% | -0.56% | 2.20% | -5.06% | – | – | – | 0.22% |
2025 | -2.35% | -6.95% | 3.43% | 1.83% | 2.55% | 3.82% | 0.51% | -0.42% | 3.10% | 5.72% | 0.57% | -0.31% | 11.44% |
2024 | 1.42% | 1.92% | 2.33% | 1.41% | 2.15% | 5.44% | 2.11% | 1.57% | 2.76% | -4.47% | 0.17% | 2.98% | 21.34% |
2023 | – | – | – | – | – | – | – | – | – | 0.00% | 7.28% | 6.90% | 14.68% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 10.46% | 8 mo |
| Dec_2025 | Mar_2026 | Apr_2026 | 8.53% | 4 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.06% | 1 mo · open |
| Jun_2026 | Jul_2026 | Aug_2026 | 1.34% | 2 mo |
| Aug_2025 | Aug_2025 | Sep_2025 | 0.42% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
2 mo
Ann. volatility
12.73%
Downside deviation
13.95%