Know Your PMS · Monthly tearsheet

ALPHA VALUE

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 May_202610 months filedBM: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
Strategy page
CAGR
Needs 12 months
Total return
1.08%
Max drawdown
-16.60%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
60.00%
Best / worst month
10.3% / -10.4%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
-3.98%0.78%-10.39%10.29%3.16%–––––––-1.34%
2025
––––3.60%2.83%-3.04%–––0.70%-1.50%2.46%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Jul_2025Mar_2026Ongoing16.60%8 mo · open

Consistency (monthly)

Derived from filed monthlies

Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
18.09%
Downside deviation
20.15%