Know Your PMS · Monthly tearsheet

ALPHAMUTUALFO

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
Strategy page
CAGR
6.07%
Total return
22.30%
Max drawdown
-3.39%
Sharpe
0.99
Sortino
0.73
Calmar
1.79
Win months
17.07%
Best / worst month
8.4% / -3.4%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%–––0.00%
2025
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
2024
-0.01%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.01%
2023
––––2.58%2.46%3.11%0.34%1.87%-3.39%5.43%8.40%22.31%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Oct_2023Oct_2023Nov_20233.39%1 mo
Jan_2024Jan_2024Ongoing0.01%33 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
5 mo
Longest loss streak
1 mo
Ann. volatility
6.10%
Downside deviation
8.30%