Know Your PMS · Monthly tearsheet
Approach 1 (Elite Oppurtunity )
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 Jun_202641 months filedBM: BenchmarkBM: NIFTY
CAGR
5.00%
Total return
18.13%
Max drawdown
-18.41%
Sharpe
0.46
Sortino
0.39
Calmar
0.27
Win months
51.22%
Best / worst month
6.8% / -9.7%
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 | -2.40% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% | – | – | – | – | – | – | 1.50% |
2025 | -1.99% | -9.70% | 6.18% | 1.14% | 6.21% | 1.37% | -2.79% | -1.34% | 2.00% | 3.46% | 1.53% | -0.43% | 4.70% |
2024 | – | – | 1.87% | 1.21% | 0.91% | 5.89% | 5.53% | 1.23% | -1.75% | -4.06% | 0.48% | -2.67% | 8.49% |
2023 | -1.88% | -2.66% | -0.54% | – | 2.44% | – | – | – | 2.53% | – | – | – | -0.23% |
2022 | – | – | – | – | -6.02% | -4.99% | 6.75% | 4.11% | -1.59% | 4.82% | 3.10% | -2.70% | 2.69% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Sep_2024 | Feb_2025 | Ongoing | 18.41% | 22 mo · open |
| May_2022 | Jun_2022 | Oct_2022 | 10.71% | 5 mo |
| Dec_2022 | Mar_2023 | Apr_2024 | 7.57% | 7 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
12.19%
Downside deviation
12.91%