Know Your PMS · Monthly tearsheet
ELEVER INVESTMENT ADVISOR PRIVATE LIMITED -FACTORINCOME 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: NIFTYMULTIASSET50-40-10
CAGR
Needs 12 months
Total return
7.07%
Max drawdown
-1.40%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
66.67%
Best / worst month
2.6% / -0.8%
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 | – | – | – | – | – | 1.09% | -0.84% | -0.56% | 2.36% | 2.58% | 2.30% | – | 7.07% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Aug_2025 | Sep_2025 | 1.40% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
2 mo
Ann. volatility
4.84%
Downside deviation
2.47%