Know Your PMS · Monthly tearsheet

Blended Debt Plus Hybrid Option

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: BenchmarkBM: CCBFI
Strategy page
CAGR
28.75%
Total return
137.09%
Max drawdown
-1.67%
Sharpe
Not reported
Sortino
10.04
Calmar
17.25
Win months
2.44%
Best / worst month
141.1% / -1.4%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%––––0.00%
2025
-0.01%0.00%141.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%141.09%
2024
0.00%0.00%-0.25%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%-0.25%
2023
–––0.00%0.00%0.00%0.00%0.00%0.00%0.00%-1.41%0.00%-1.41%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Nov_2023Jan_2025Mar_20251.67%16 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
75.43%
Downside deviation
2.86%