Know Your PMS · Monthly tearsheet
SBI Aeon Alpha Portfolio
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 Aug_202655 months filedBM: BenchmarkBM: NIFTY50TRIBM: Nifty50 TRI
CAGR
14.65%
Total return
87.11%
Max drawdown
-19.38%
Sharpe
1.00
Sortino
1.17
Calmar
0.76
Win months
60.00%
Best / worst month
11.9% / -9.6%
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 | -1.86% | 2.76% | -6.76% | 11.86% | 1.60% | 10.50% | 0.41% | 1.59% | – | – | – | – | 20.46% |
2025 | -9.57% | -9.15% | 3.89% | 2.13% | 5.07% | 1.60% | -1.25% | -1.98% | -2.36% | 4.06% | 1.32% | -3.33% | -10.36% |
2024 | 2.29% | -0.79% | -2.07% | 9.78% | 0.85% | 8.32% | 4.13% | -0.60% | 2.93% | -2.01% | 0.39% | -0.24% | 24.61% |
2023 | -0.88% | -1.54% | 0.37% | 7.12% | – | 5.23% | 7.46% | 6.17% | 0.91% | -3.87% | 5.52% | 2.34% | 31.96% |
2022 | -0.58% | -3.03% | 0.27% | 0.17% | -0.10% | 3.49% | 1.47% | 3.83% | -0.17% | 2.59% | -0.04% | -2.40% | 5.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2026 | 19.38% | 20 mo |
| Nov_2022 | Feb_2023 | Apr_2023 | 4.79% | 5 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 3.87% | 1 mo |
| Jan_2022 | Feb_2022 | Jun_2022 | 3.59% | 5 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 2.84% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.60%
Downside deviation
12.56%