Know Your PMS · Monthly tearsheet
Dynamic Stock Allocation Portfolio - Aggressive - Hybrid 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 Aug_202633 months filedBM: NIFTY 50 HYBRID COMPOSITE DEBT 50:50 IndexBM: NIFTY50TRIBM: BenchmarkBM: NIFTY50HYBRID50-50
CAGR
7.29%
Total return
21.33%
Max drawdown
-11.33%
Sharpe
0.73
Sortino
0.71
Calmar
0.64
Win months
60.61%
Best / worst month
7.3% / -6.6%
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 | -1.40% | -0.95% | -6.58% | 7.27% | 0.52% | 0.49% | 3.58% | -0.72% | – | – | – | – | 1.66% |
2025 | -4.63% | -5.68% | 5.13% | 1.62% | 3.93% | 3.97% | -1.50% | -1.61% | -0.16% | 1.62% | 0.41% | -1.31% | 1.18% |
2024 | 0.65% | 1.23% | -0.52% | 1.60% | 0.90% | 4.45% | 3.82% | 1.19% | 0.92% | -2.67% | -0.33% | 1.61% | 13.42% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 4.00% | 4.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 11.33% | 8 mo |
| Jul_2025 | Mar_2026 | Ongoing | 11.10% | 14 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 0.52% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
10.29%
Downside deviation
10.28%