Know Your PMS · Monthly tearsheet
Index Alpha
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_202667 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
7.50%
Total return
49.74%
Max drawdown
-8.68%
Sharpe
0.97
Sortino
0.87
Calmar
0.86
Win months
65.67%
Best / worst month
5.2% / -7.9%
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 | 2.87% | 0.92% | -7.93% | 2.03% | 1.04% | -1.32% | 0.92% | 0.99% | -3.18% | – | – | – | -4.05% |
2025 | -0.22% | -0.76% | 2.59% | 2.35% | 0.71% | 1.31% | -1.19% | -0.04% | 2.26% | 3.48% | 1.72% | 0.99% | 13.90% |
2024 | 0.63% | 1.91% | 1.16% | 2.13% | 0.98% | 5.11% | 3.61% | 0.05% | 2.20% | -5.62% | -0.50% | -1.79% | 9.88% |
2023 | -1.31% | -1.05% | 2.02% | 0.41% | 2.34% | 2.19% | 2.49% | -0.47% | 0.72% | -0.85% | 2.82% | 5.24% | 15.32% |
2022 | -0.03% | -1.33% | 0.12% | -0.44% | -0.68% | -1.16% | 0.09% | 0.61% | -3.08% | 3.64% | 2.91% | -3.10% | -2.64% |
2021 | – | 1.70% | -0.10% | 0.07% | 2.91% | 0.37% | 0.36% | 4.65% | 1.47% | – | -1.54% | 0.79% | 11.06% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 8.68% | 12 mo |
| Mar_2026 | Mar_2026 | Ongoing | 7.93% | 7 mo · open |
| Nov_2021 | Sep_2022 | Jun_2023 | 6.51% | 19 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.85% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 0.47% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
5 mo
Ann. volatility
7.75%
Downside deviation
8.57%