Strength
Shallow peak-to-trough
Worst drop was -11.3%. Typical drawdowns ran nearer -2.6%. Milder than most equity PMS paths on file.
Dynamic Stock 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
- 2.21%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 7.29%
- Max DD
- -11.33%
- Calmar
- 0.64
- 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
Watch
Often below a prior high
Roughly 70% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
21.33%
Annualised Return
7.29%
Hit Rate
60.61%
Maximum Drawdown
-11.33%
Annualised Volatility
10.45%
Sharpe Ratio
0.73
Sortino Ratio
0.71
Consistency Score
60.6%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 13.42%
- Worst Year Return P
- 1.18%
- Median Annual Return P
- 2.83%
- Average Monthly Return P
- 0.63%
- Geometric Mean Return P
- 0.59%
- Average Drawdown P
- -2.59%
- Median Drawdown P
- -1.55%
- Max Drawdown Duration P
- 14 mo
- Average Drawdown Duration P
- 8 mo
- Time to Recovery P
- 8 mo
- Return / Max Drawdown P
- 0.64
- Return / Avg Drawdown P
- 2.82
- Ulcer Index P
- 3.92%
- Positive Rolling Periods % P
- 57.58%
- Return Stability Score P
- 33.16
- Return Persistence P
- -0.01
- Worst Rolling 12M Return P
- -3.67%
- Best Rolling 12M Return P
- 16.09%
- Maximum Monthly Loss P
- -6.58%
- Worst 3-Month Period P
- -8.76%
- Worst 6-Month Period P
- -10.52%
- Return Smoothness Index P
- 23.27
- Pain Adjusted Return P
- 2.82%
- Worst Case Investor Entry P
- -3.67%
- Capital Preservation Score P
- 88.67%
- Aggressiveness Score P
- 3.02%
- Recovery Efficiency P
- 0.64
- Downside Volatility R
- 7.34%
- Upside Volatility R
- 6.65%
- Time in Drawdown % R
- 69.70%
- VaR 95% R
- -4.33%
- VaR 99% R
- -6.38%
- CVaR 95% R
- -5.63%
- CVaR 99% R
- -6.58%
- Semi Variance R
- 0.0004
- Volatility of Drawdowns R
- 2.99%
- CAGR per Unit Drawdown R
- 0.64
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.18%
- Return Skewness C
- -0.29
- Return Kurtosis C
- 0.52
- Coefficient of Variation C
- 4.77
- Calmar Ratio C
- 0.64
- Sterling Ratio C
- 0.64
- Burke Ratio C
- 0.46
Filings
Month-end SEBI filings. Missing months stay blank.
Dynamic Stock Allocation Portfolio - Aggressive - Hybrid Strategy performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Dynamic Stock Allocation Portfolio - Aggressive - Hybrid Strategy performed?
- Dynamic Stock Allocation Portfolio - Aggressive - Hybrid Strategy (Nj Asset Management Private Limited) shows CAGR 7.29% and max drawdown -11.33% 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 Stock Allocation Portfolio - Aggressive - Hybrid Strategy CAGR / max drawdown?
- CAGR is 7.29%; max drawdown is -11.33%. We only publish CAGR when there are enough months (≥12 on this track of 33 months). Learn more
- Where do Dynamic Stock 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 Stock 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