Know Your PMS · Monthly tearsheet
Approach 2 (Elite Value)
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_202646 months filedBM: BenchmarkBM: NIFTY
CAGR
2.44%
Total return
9.67%
Max drawdown
-22.10%
Sharpe
0.24
Sortino
0.17
Calmar
0.11
Win months
52.17%
Best / worst month
7.6% / -8.8%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.74% | -1.58% | -5.02% | -5.02% | -5.02% | -5.02% | – | – | – | – | – | – | -22.10% |
2025 | -3.23% | -8.78% | 4.33% | 6.76% | 4.07% | 2.23% | -0.10% | -0.79% | 2.46% | 3.83% | 3.99% | 0.07% | 14.77% |
2024 | -0.67% | 1.34% | 1.20% | 3.96% | -0.36% | 7.03% | 3.48% | -0.34% | 3.98% | -5.23% | -1.54% | 0.07% | 13.09% |
2023 | -2.38% | -2.89% | -2.21% | – | 0.30% | – | – | – | 2.81% | -5.47% | 4.79% | 7.63% | 1.92% |
2022 | – | – | – | – | -4.93% | 5.38% | 7.42% | 6.05% | -1.13% | 0.62% | 1.83% | -7.95% | 6.43% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2026 | Jun_2026 | Ongoing | 22.10% | 6 mo · open |
| Oct_2024 | Feb_2025 | Oct_2025 | 17.57% | 12 mo |
| Dec_2022 | Oct_2023 | Jun_2024 | 16.82% | 14 mo |
| May_2022 | May_2022 | Jun_2022 | 4.93% | 1 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 1.13% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
6 mo
Ann. volatility
14.41%
Downside deviation
14.15%