Strength
Shallow peak-to-trough
Worst drop was -11.2%. Typical drawdowns ran nearer -1.8%. Milder than most equity PMS paths on file.
Dynamic Asset Allocation Portfolio - Aggressive - 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
- 7.52%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 10.51%
- Max DD
- -11.23%
- Calmar
- 0.94
- 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 0.94 means annualised return more than clears the deepest peak-to-trough on this track.
Watch
Often below a prior high
Roughly 52% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Strength
Green months were normal
+72.7% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 73%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
31.63%
Annualised Return
10.51%
Hit Rate
72.73%
Maximum Drawdown
-11.23%
Annualised Volatility
9.97%
Sharpe Ratio
1.05
Sortino Ratio
0.88
Consistency Score
72.7%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 16.02%
- Worst Year Return P
- 3.61%
- Median Annual Return P
- 4.64%
- Average Monthly Return P
- 0.88%
- Geometric Mean Return P
- 0.84%
- Average Drawdown P
- -1.78%
- Median Drawdown P
- -0.08%
- Max Drawdown Duration P
- 8 mo
- Average Drawdown Duration P
- 6 mo
- Time to Recovery P
- 8 mo
- Return / Max Drawdown P
- 0.94
- Return / Avg Drawdown P
- 5.91
- Ulcer Index P
- 3.28%
- Positive Rolling Periods % P
- 63.64%
- Return Stability Score P
- 34.73
- Return Persistence P
- -0.03
- Worst Rolling 12M Return P
- -1.20%
- Best Rolling 12M Return P
- 21.02%
- Maximum Monthly Loss P
- -6.82%
- Worst 3-Month Period P
- -9.10%
- Worst 6-Month Period P
- -10.36%
- Return Smoothness Index P
- 24.18
- Pain Adjusted Return P
- 5.91%
- Worst Case Investor Entry P
- -1.20%
- Capital Preservation Score P
- 88.77%
- Aggressiveness Score P
- 2.88%
- Recovery Efficiency P
- 0.94
- Downside Volatility R
- 8.45%
- Upside Volatility R
- 6.02%
- Time in Drawdown % R
- 51.52%
- VaR 95% R
- -3.86%
- VaR 99% R
- -5.82%
- CVaR 95% R
- -5.48%
- CVaR 99% R
- -6.82%
- Semi Variance R
- 0.0006
- Volatility of Drawdowns R
- 2.80%
- CAGR per Unit Drawdown R
- 0.94
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 3.61%
- Return Skewness C
- -0.65
- Return Kurtosis C
- 1.29
- Coefficient of Variation C
- 3.28
- Calmar Ratio C
- 0.94
- Sterling Ratio C
- 0.94
- Burke Ratio C
- 0.75
Filings
Month-end SEBI filings. Missing months stay blank.
Dynamic Asset Allocation Portfolio - Aggressive - Hybrid Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Dynamic Asset Allocation Portfolio - Aggressive - Hybrid Strategy performed?
- Dynamic Asset Allocation Portfolio - Aggressive - Hybrid Strategy (Nj Asset Management Private Limited) shows CAGR 10.51% and max drawdown -11.23% 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 Dynamic Asset Allocation Portfolio - Aggressive - Hybrid Strategy CAGR / max drawdown?
- CAGR is 10.51%; max drawdown is -11.23%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do Dynamic Asset Allocation Portfolio - Aggressive - 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 Dynamic Asset Allocation Portfolio - Aggressive - 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