Know Your PMS · Monthly tearsheet
Dynamic ETF Allocation Portfolio - Aggressive - 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: BenchmarkBM: NIFTY50TRIBM: NIFTY50HYBRID50-50
CAGR
8.36%
Total return
24.70%
Max drawdown
-9.04%
Sharpe
0.95
Sortino
0.81
Calmar
0.92
Win months
69.70%
Best / worst month
6.2% / -7.1%
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 | -1.90% | 0.44% | -7.06% | 6.16% | 0.05% | 1.08% | 1.45% | -0.02% | – | – | – | – | -0.28% |
2025 | -1.68% | -4.50% | 4.24% | 2.27% | 2.82% | 2.49% | -1.50% | -1.11% | 0.79% | 3.16% | 1.35% | -0.15% | 8.11% |
2024 | 1.38% | 0.56% | 0.67% | 2.04% | 0.87% | 3.77% | 2.60% | 0.62% | 1.46% | -3.11% | 0.15% | -0.17% | 11.22% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 3.99% | 3.99% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 9.04% | 8 mo |
| Dec_2025 | Mar_2026 | Ongoing | 8.56% | 9 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.59% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
10 mo
Longest loss streak
3 mo
Ann. volatility
8.77%
Downside deviation
10.38%