Know Your PMS · Monthly tearsheet
Balanced Advantage Portfolio - Hybrid Strategy
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_202633 months filedBM: NIFTY 50 HYBRID COMPOSITE DEBT 50:50 IndexBM: NIFTY50TRIBM: BenchmarkBM: NIFTY50HYBRID50-50
CAGR
9.41%
Total return
28.07%
Max drawdown
-9.68%
Sharpe
1.08
Sortino
0.90
Calmar
0.97
Win months
69.70%
Best / worst month
5.6% / -6.3%
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 | -1.70% | 0.60% | -6.29% | 5.56% | -0.08% | 1.64% | 2.32% | 0.53% | – | – | – | – | 2.19% |
2025 | -1.74% | -4.30% | 4.01% | 1.92% | 1.86% | 2.25% | -1.11% | -0.39% | 0.82% | 1.78% | 0.93% | 0.00% | 5.92% |
2024 | 1.80% | 2.08% | 0.59% | 2.03% | 0.69% | 3.26% | 3.84% | 1.58% | 0.22% | -4.16% | 0.73% | -0.51% | 12.59% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 5.09% | 5.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Oct_2025 | 9.68% | 12 mo |
| Jan_2026 | Mar_2026 | Jul_2026 | 7.33% | 6 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
3 mo
Ann. volatility
8.57%
Downside deviation
10.52%