Know Your PMS · Monthly tearsheet
FINCART DIRECT MUTUAL FUND STRATEGIC 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 Jul_20264 months filedBM: Nifty 50 Hybrid Composite Debt 50:50 IndexBM: NIFTY50TRIBM: NIFTY50HYBRID50-50
CAGR
Needs 12 months
Total return
2.38%
Max drawdown
0.00%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
75.00%
Best / worst month
1.3% / 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 | – | – | – | 0.00% | 0.80% | 0.25% | 1.31% | – | – | – | – | – | 2.38% |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
0 mo
Ann. volatility
1.75%
Downside deviation
0.00%