Strength
Paid well for the ride
Sharpe of 3.05 means return more than paid for the volatility on this sample. Sortino at 10.62 says the ugly months were milder than the overall bounce suggests.
Nifty50hybrid 50:50
Dormant · no recent filingsStrategy performance & returns
Age: 11 months · Sparse · 11 mo
Sparse track record- CAGR
- Not reported
- Max DD
- -1.4%
- Calmar
- Not reported
- Track
- 11 mo
CAGR not reported: needs ≥12 filed months (this track has 11). · Calmar not reported: needs ≥12 filed months (this track has 11).
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Strength
Shallow peak-to-trough
Worst drop was -1.4%. Typical drawdowns ran nearer -0.2%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+81.8% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 82%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
17.54%
Annualised Return
17.91%
Hit Rate
81.82%
Maximum Drawdown
-1.36%
Annualised Volatility
5.86%
Sharpe Ratio
3.05
Sortino Ratio
10.62
Consistency Score
81.8%
PPerformance(20)RRisk(11)CConsistency(6)
- Average Monthly Return P
- 1.49%
- Geometric Mean Return P
- 1.48%
- Average Drawdown P
- -0.20%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 1 mo
- Average Drawdown Duration P
- 1 mo
- Time to Recovery P
- 1 mo
- Ulcer Index P
- 0.49%
- Return Stability Score P
- 59.07
- Return Persistence P
- -0.02
- Maximum Monthly Loss P
- -1.36%
- Worst 3-Month Period P
- -1.10%
- Worst 6-Month Period P
- 4.48%
- Return Smoothness Index P
- 39.96
- Capital Preservation Score P
- 98.64%
- Aggressiveness Score P
- 1.69%
- Downside Volatility R
- 1.20%
- Upside Volatility R
- 4.23%
- Time in Drawdown % R
- 18.18%
- VaR 95% R
- -1.29%
- VaR 99% R
- -2.45%
- CVaR 95% R
- -1.36%
- CVaR 99% R
- -2.45%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 0.46%
- Equity Curve Convexity R
- 0.00
- Return Skewness C
- -0.13
- Return Kurtosis C
- -0.02
- Coefficient of Variation C
- 1.13
Disclosure & provenance
Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).
SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.
NIFTY50HYBRID_50:50 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has NIFTY50HYBRID_50:50 performed?
- NIFTY50HYBRID_50:50 (COMPOSITE INVESTMENTS PRIVATE LIMITED) shows CAGR Not reported and max drawdown -1.4% on Know Your PMS from SEBI month-end TWRR filings. Incomplete windows stay Not reported. Learn more
- What is NIFTY50HYBRID_50:50 CAGR / max drawdown?
- CAGR is Not reported; max drawdown is -1.4%. We only publish CAGR when there are enough months (≥12 on this track of 11 months). Learn more
- Where do NIFTY50HYBRID_50:50 returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y/3Y/5Y and since-inception need enough consecutive monthlies. Sparse tracks stay honest. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–3 for your own diligence. Learn more