Know Your PMS · Monthly tearsheet
ALPHA MULTI ASSET
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 Jun_20268 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
Needs 12 months
Total return
-15.88%
Max drawdown
-23.10%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
16.67%
Best / worst month
10.9% / -13.3%
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 | -13.27% | -0.84% | -8.59% | 10.88% | -1.91% | -0.38% | – | – | – | – | – | – | -14.82% |
2025 | – | – | – | – | – | – | – | – | – | – | 0.96% | -2.18% | -1.24% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 23.10% | 7 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
4 mo
Ann. volatility
22.88%
Downside deviation
22.77%