Know Your PMS · Monthly tearsheet
Approach 1 Elite Opportunity
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 Feb_20245 months filed
CAGR
Needs 12 months
Total return
13.80%
Max drawdown
-2.32%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
80.00%
Best / worst month
8.0% / -2.3%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.05% | 1.98% | – | – | – | – | – | – | – | – | – | – | 3.05% |
2023 | – | – | – | – | – | – | – | – | – | -2.32% | 4.64% | 8.04% | 10.43% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2023 | Oct_2023 | Nov_2023 | 2.32% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
1 mo
Ann. volatility
12.07%
Downside deviation
8.04%