Know Your PMS · Monthly tearsheet
NIFTY50HYBRID_50:50
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 Feb_202411 months filed
CAGR
Needs 12 months
Total return
17.54%
Max drawdown
-1.36%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
81.82%
Best / worst month
4.5% / -1.4%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.42% | 1.17% | – | – | – | – | – | – | – | – | – | – | 1.59% |
2023 | – | – | – | 2.77% | 1.96% | 1.85% | 1.73% | -0.87% | 1.14% | -1.36% | 3.16% | 4.45% | 15.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2023 | Oct_2023 | Nov_2023 | 1.36% | 1 mo |
| Aug_2023 | Aug_2023 | Sep_2023 | 0.87% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
1 mo
Ann. volatility
5.59%
Downside deviation
3.95%