Know Your PMS · Monthly tearsheet
ELEVER INVESTMENT ADVISOR PRIVATE LIMITED -FACTORSHIELDS PMS
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 Nov_20256 months filedBM: BSE500TRIBM: Benchmark
CAGR
Needs 12 months
Total return
1.46%
Max drawdown
-1.25%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
1.3% / -1.2%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | – | – | – | – | – | 0.71% | 1.33% | -0.05% | -1.20% | 0.33% | 0.35% | – | 1.46% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Aug_2025 | Sep_2025 | Ongoing | 1.25% | 4 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
2 mo
Ann. volatility
2.68%
Downside deviation
2.94%