Strength
Shallow peak-to-trough
Worst drop was -9.7%. Typical drawdowns ran nearer -1.8%. Milder than most equity PMS paths on file.
Balanced Advantage Portfolio - Hybrid Strategy Performance
HYBRIDNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Nj Asset Management Private Limited
Age: 33 months
Trailing return from filed months
- 1Y
- 5.84%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 9.41%
- Max DD
- -9.68%
- Calmar
- 0.97
- Track
- 33 months
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
Return covers the worst drop
Calmar of 0.97 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Often below a prior high
Roughly 55% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+69.7% of months finished up. Losses exist, but they were not the default month.
Total Return
28.07%
Annualised Return
9.41%
Hit Rate
69.70%
Maximum Drawdown
-9.68%
Annualised Volatility
8.71%
Sharpe Ratio
1.08
Sortino Ratio
0.90
Consistency Score
69.7%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 12.59%
- Worst Year Return P
- 2.19%
- Median Annual Return P
- 5.50%
- Average Monthly Return P
- 0.78%
- Geometric Mean Return P
- 0.75%
- Average Drawdown P
- -1.80%
- Median Drawdown P
- -0.65%
- Max Drawdown Duration P
- 12 mo
- Average Drawdown Duration P
- 9 mo
- Time to Recovery P
- 12 mo
- Return / Max Drawdown P
- 0.97
- Return / Avg Drawdown P
- 5.24
- Ulcer Index P
- 3.04%
- Positive Rolling Periods % P
- 60.61%
- Return Stability Score P
- 39.78
- Return Persistence P
- -0.06
- Worst Rolling 12M Return P
- -1.56%
- Best Rolling 12M Return P
- 18.93%
- Maximum Monthly Loss P
- -6.29%
- Worst 3-Month Period P
- -7.33%
- Worst 6-Month Period P
- -9.48%
- Return Smoothness Index P
- 27.60
- Pain Adjusted Return P
- 5.24%
- Worst Case Investor Entry P
- -1.56%
- Capital Preservation Score P
- 90.32%
- Aggressiveness Score P
- 2.51%
- Recovery Efficiency P
- 0.97
- Downside Volatility R
- 7.47%
- Upside Volatility R
- 5.06%
- Time in Drawdown % R
- 54.55%
- VaR 95% R
- -3.35%
- VaR 99% R
- -5.06%
- CVaR 95% R
- -4.92%
- CVaR 99% R
- -6.29%
- Semi Variance R
- 0.0005
- Volatility of Drawdowns R
- 2.49%
- CAGR per Unit Drawdown R
- 0.97
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 2.19%
- Return Skewness C
- -0.77
- Return Kurtosis C
- 1.40
- Coefficient of Variation C
- 3.21
- Calmar Ratio C
- 0.97
- Sterling Ratio C
- 0.97
- Burke Ratio C
- 0.78
Filings
Month-end SEBI filings. Missing months stay blank.
Balanced Advantage Portfolio - Hybrid Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Balanced Advantage Portfolio - Hybrid Strategy performed?
- Balanced Advantage Portfolio - Hybrid Strategy (Nj Asset Management Private Limited) shows CAGR 9.41% and max drawdown -9.68% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Balanced Advantage Portfolio - Hybrid Strategy CAGR / max drawdown?
- CAGR is 9.41%; max drawdown is -9.68%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do Balanced Advantage Portfolio - Hybrid Strategy 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, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Balanced Advantage Portfolio - Hybrid Strategy?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. 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 2–4 on the same as-of for your own diligence. Learn more