Know Your PMS · Monthly tearsheet
Alphaa MPT plus 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_202637 months filedBM: Nifty 50 TRIBM: NIFTY50TRIBM: Benchmark
CAGR
10.62%
Total return
36.53%
Max drawdown
-14.79%
Sharpe
0.72
Sortino
0.57
Calmar
0.72
Win months
67.57%
Best / worst month
11.3% / -11.6%
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 | -3.11% | -0.50% | -11.61% | 11.35% | 0.25% | 0.54% | 4.68% | -0.02% | -7.33% | – | – | – | -7.25% |
2025 | -0.01% | -7.24% | 6.76% | 1.45% | 2.82% | 6.34% | -3.51% | -1.17% | 2.15% | 1.92% | 1.52% | 0.09% | 10.81% |
2024 | 0.10% | 2.42% | 1.60% | 2.93% | 0.11% | 8.36% | 4.02% | 3.32% | 3.49% | -6.83% | 0.09% | 0.82% | 21.62% |
2023 | – | – | – | – | – | – | – | – | 0.00% | -3.38% | 7.29% | 5.36% | 9.22% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Jul_2026 | 14.79% | 6 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 12.80% | 8 mo |
| Aug_2026 | Sep_2026 | Ongoing | 7.35% | 2 mo · open |
| Jul_2025 | Aug_2025 | Nov_2025 | 4.64% | 4 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.38% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
15.66%
Downside deviation
18.76%