Know Your PMS · Monthly tearsheet
PLANTRICH Alpha Edge VALUE PMS
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_20264 months filedBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
0.08%
Max drawdown
-2.61%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
50.00%
Best / worst month
2.5% / -2.6%
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 | – | – | – | – | -2.61% | 2.55% | -0.35% | 0.56% | – | – | – | – | 0.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2026 | May_2026 | Aug_2026 | 2.61% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
6.42%
Downside deviation
6.45%