Know Your PMS · Monthly tearsheet
ELEVATE FUND INVESTMENT APPROACH
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 Sep_202618 months filedBM: BSE 500 TRIBM: BSE500TRIBM: Benchmark
CAGR
15.62%
Total return
24.33%
Max drawdown
-13.53%
Sharpe
0.87
Sortino
1.32
Calmar
1.16
Win months
55.56%
Best / worst month
17.8% / -5.6%
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 | -4.47% | -0.06% | -5.58% | 17.81% | -3.19% | 6.77% | 4.10% | 3.30% | -1.40% | – | – | – | 16.39% |
2025 | – | – | – | 0.00% | 6.23% | 3.23% | 0.47% | -0.32% | 1.31% | 0.08% | -4.34% | 0.28% | 6.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Apr_2026 | 13.53% | 5 mo |
| May_2026 | May_2026 | Jun_2026 | 3.19% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.40% | 1 mo · open |
| Aug_2025 | Aug_2025 | Sep_2025 | 0.32% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
18.10%
Downside deviation
11.87%