Know Your PMS · Monthly tearsheet
ACTIVEALPHAMC
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_202665 months filedBM: BSE500TRIBM: Benchmark
CAGR
27.49%
Total return
272.67%
Max drawdown
-29.84%
Sharpe
1.17
Sortino
1.19
Calmar
0.92
Win months
66.15%
Best / worst month
18.6% / -16.0%
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 | -8.90% | 5.11% | -9.72% | 18.55% | 5.31% | 6.24% | -0.39% | 10.15% | -1.73% | – | – | – | 23.63% |
2025 | -15.97% | -15.81% | 10.01% | -4.68% | 13.48% | 0.89% | 0.76% | -5.31% | 0.35% | 5.20% | -0.14% | -5.00% | -18.84% |
2024 | 7.35% | 2.53% | -2.99% | 15.25% | 0.67% | 8.23% | 5.63% | -1.00% | -2.23% | 1.11% | 1.47% | 4.22% | 46.58% |
2023 | -1.81% | -0.74% | 2.21% | 7.10% | 11.24% | 7.87% | 12.10% | 13.71% | 0.02% | 1.02% | 7.77% | 4.15% | 85.07% |
2022 | -2.50% | -7.22% | 5.95% | 1.62% | – | -5.28% | 5.12% | 9.41% | 2.50% | 1.39% | 5.47% | -3.24% | 12.53% |
2021 | – | – | – | 0.00% | 6.31% | 6.19% | 8.11% | 3.85% | 3.40% | -4.22% | -6.02% | 3.14% | 21.67% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2025 | Mar_2026 | Aug_2026 | 29.84% | 19 mo |
| Oct_2021 | Feb_2022 | Sep_2022 | 16.02% | 10 mo |
| Dec_2022 | Feb_2023 | Apr_2023 | 5.69% | 4 mo |
| Aug_2024 | Sep_2024 | Dec_2024 | 3.21% | 4 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 2.99% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
12 mo
Longest loss streak
3 mo
Ann. volatility
23.08%
Downside deviation
23.01%