Know Your PMS · Monthly tearsheet
SPARK INDIA@75 ACTIVE ALPHA STRATEGY
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_202639 months filedBM: NIFTY50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
7.46%
Total return
26.34%
Max drawdown
-16.08%
Sharpe
0.58
Sortino
0.61
Calmar
0.46
Win months
48.72%
Best / worst month
8.7% / -11.2%
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 | -2.50% | 2.33% | -11.17% | 7.80% | -1.22% | -0.79% | -0.49% | -0.65% | -2.98% | – | – | – | -10.19% |
2025 | -2.03% | -4.26% | 5.40% | 3.26% | 2.32% | 3.63% | -3.44% | -3.42% | 1.41% | 4.40% | 2.05% | 1.55% | 10.76% |
2024 | 0.63% | 3.01% | -0.23% | 5.20% | -1.44% | 6.49% | 3.43% | 1.05% | -3.86% | -5.36% | -0.43% | -1.24% | 6.78% |
2023 | – | – | – | – | – | – | 0.00% | -1.02% | 4.16% | -1.70% | 7.97% | 8.71% | 18.95% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 16.08% | 25 mo · open |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.70% | 1 mo |
| May_2024 | May_2024 | Jun_2024 | 1.44% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 1.02% | 1 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.23% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
6 mo
Ann. volatility
13.84%
Downside deviation
12.31%