Know Your PMS · Monthly tearsheet
Neo Core Hybrid Balanced Strategy
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 Jun_20269 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY50HYBRID50-50BM: NIFTY 50 Hybrid Composite Debt 50:50 Index
CAGR
Needs 12 months
Total return
-2.36%
Max drawdown
-3.34%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
16.67%
Best / worst month
1.0% / -2.1%
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 | -1.21% | 0.15% | -2.11% | 0.00% | 0.00% | 0.00% | – | – | – | – | – | – | -3.15% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | 1.02% | -0.20% | 0.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 3.34% | 7 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
2 mo
Ann. volatility
2.92%
Downside deviation
4.88%