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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 16.60% | 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%