Know Your PMS · Monthly tearsheet
Diversified Portfolio - Hybrid
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_202641 months filedBM: Nifty 50 Hybrid Composite Debt 50:50 IndexBM: BenchmarkBM: NIFTY50HYBRID50-50BM: NIFTY50TRIBM: Nifty50HybridComposite
CAGR
9.43%
Total return
36.07%
Max drawdown
-4.08%
Sharpe
2.21
Sortino
1.75
Calmar
2.31
Win months
82.93%
Best / worst month
2.7% / -3.9%
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 | -0.53% | 0.36% | -3.91% | 2.61% | 0.07% | 2.21% | 0.37% | 0.14% | – | – | – | – | 1.19% |
2025 | -0.16% | -0.70% | 2.22% | 1.99% | 1.56% | 1.03% | 0.29% | -0.53% | 1.03% | 1.59% | 0.72% | 0.13% | 9.51% |
2024 | 0.20% | 0.80% | 1.06% | 1.12% | 1.15% | 2.20% | 0.94% | 1.01% | 1.48% | -0.42% | 0.40% | 0.04% | 10.42% |
2023 | – | – | – | 1.68% | 1.03% | 1.63% | 1.39% | 0.03% | 0.50% | -0.58% | 2.35% | 2.70% | 11.21% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Mar_2026 | Jun_2026 | 4.08% | 5 mo |
| Jan_2025 | Feb_2025 | Mar_2025 | 0.86% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 0.58% | 1 mo |
| Aug_2025 | Aug_2025 | Sep_2025 | 0.53% | 1 mo |
| Oct_2024 | Oct_2024 | Dec_2024 | 0.42% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
11 mo
Longest loss streak
2 mo
Ann. volatility
4.07%
Downside deviation
5.38%