Know Your PMS · Monthly tearsheet
ALPHALCS
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_202641 months filedBM: BenchmarkBM: BSE500TRIBM: S and PBSE500TR
CAGR
25.84%
Total return
119.28%
Max drawdown
-15.26%
Sharpe
1.35
Sortino
1.44
Calmar
1.69
Win months
68.29%
Best / worst month
14.8% / -10.5%
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 | 0.20% | -0.74% | -10.47% | 11.51% | -0.07% | 1.99% | 14.84% | 0.00% | 0.00% | – | – | – | 16.22% |
2025 | -2.07% | -10.22% | 13.79% | 4.26% | 7.25% | 5.33% | -5.14% | -4.47% | 3.22% | 4.25% | 0.42% | -1.97% | 13.11% |
2024 | 1.62% | 2.90% | 1.24% | 6.71% | 4.36% | 6.17% | 3.54% | 0.20% | 0.47% | -3.39% | 1.72% | -1.92% | 25.75% |
2023 | – | – | – | – | 3.72% | 5.77% | 3.57% | 0.74% | 2.12% | -3.36% | 8.57% | 8.16% | 32.65% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Apr_2025 | 15.26% | 6 mo |
| Jul_2025 | Mar_2026 | Jul_2026 | 14.52% | 12 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.36% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
3 mo
Ann. volatility
18.19%
Downside deviation
17.96%