Know Your PMS · Monthly tearsheet
Blended Debt Plus Hybrid Option
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_202641 months filedBM: BenchmarkBM: CCBFI
CAGR
28.75%
Total return
137.09%
Max drawdown
-1.67%
Sharpe
Not reported
Sortino
10.04
Calmar
17.25
Win months
2.44%
Best / worst month
141.1% / -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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | 0.00% |
2025 | -0.01% | 0.00% | 141.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 141.09% |
2024 | 0.00% | 0.00% | -0.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -0.25% |
2023 | – | – | – | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -1.41% | 0.00% | -1.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2023 | Jan_2025 | Mar_2025 | 1.67% | 16 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
75.43%
Downside deviation
2.86%