Know Your PMS · Monthly tearsheet
Financial Freedom - Debt
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_20269 months filedBM: Nifty Medium to Long Duration Debt IndexBM: NiftyMediumtoLongDurationDebtIndex
CAGR
Needs 12 months
Total return
6.42%
Max drawdown
-1.72%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
3.5% / -1.5%
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 | -0.44% | 1.28% | 0.62% | 3.47% | -1.53% | -0.19% | 1.57% | 1.16% | – | – | – | – | 6.01% |
2025 | – | – | – | – | – | – | – | – | – | – | – | 0.38% | 0.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2026 | Jun_2026 | Aug_2026 | 1.72% | 3 mo |
| Jan_2026 | Jan_2026 | Feb_2026 | 0.44% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
4.64%
Downside deviation
3.21%