Know Your PMS · Monthly tearsheet
Financial Freedom - Hybrid
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_20269 months filedBM: NIFTY50TRIBM: NIFTY50HYBRID50-50BM: NIFTY 50 Hybrid Composite Debt 50:50 Index
CAGR
Needs 12 months
Total return
6.19%
Max drawdown
-6.50%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
55.56%
Best / worst month
10.5% / -6.5%
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 | -0.01% | 0.99% | -6.50% | 10.53% | 0.67% | 0.73% | 1.01% | -0.56% | – | – | – | – | 6.29% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -0.10% | -0.10% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 6.50% | 1 mo |
| Aug_2026 | Aug_2026 | Ongoing | 0.56% | 1 mo · open |
| Dec_2025 | Jan_2026 | Feb_2026 | 0.11% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
2 mo
Ann. volatility
14.21%
Downside deviation
11.30%