Know Your PMS · Monthly tearsheet
ELEVER INVESTMENT ADVISOR PRIVATE LIMITED -FACTORALPHA SMALLCAP 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: BenchmarkBM: BSE500TRI
CAGR
Needs 12 months
Total return
-7.50%
Max drawdown
-9.10%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
8.7% / -8.4%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | – | – | – | – | – | 1.76% | -2.19% | -5.97% | -0.68% | 8.70% | -8.45% | – | -7.50% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Nov_2025 | Ongoing | 9.10% | 5 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
3 mo
Ann. volatility
19.15%
Downside deviation
18.35%