Know Your PMS · Monthly tearsheet
Axis Hybrid Portfolio
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_202611 months filedBM: NIFTY50TRIBM: NIFTY50HYBRID50-50BM: BenchmarkBM: Nifty 50 Hybrid Composite Debt 50:50 Index TRI
CAGR
Needs 12 months
Total return
7.53%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
100.00%
Best / worst month
1.8% / 0.0%
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 | 0.62% | 0.62% | 0.62% | 0.60% | 0.61% | 0.61% | 0.62% | 1.76% | – | – | – | – | 6.22% |
2025 | – | – | – | – | – | – | – | – | – | 0.00% | 0.64% | 0.59% | 1.23% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
0 mo
Ann. volatility
1.35%
Downside deviation
0.00%