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Often below a prior high
Roughly 76% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Approach 1 (Elite Oppurtunity ) Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Elite Wealth Limited
Age: 41 months
Trailing return from filed months
- 1Y
- 3.86%
- 3Y
- Not reported
- 5Y
- Needs 60 months
- CAGR
- 5.00%
- Max DD
- -18.41%
- Calmar
- 0.27
- Track
- 41 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
7.00%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
18.13%
Annualised Return
5.00%
Hit Rate
51.22%
Maximum Drawdown
-18.41%
Annualised Volatility
12.34%
Sharpe Ratio
0.46
Sortino Ratio
0.39
Consistency Score
51.2%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 8.49%
- Worst Year Return P
- -0.23%
- Median Annual Return P
- 2.69%
- Average Monthly Return P
- 0.47%
- Geometric Mean Return P
- 0.41%
- Average Drawdown P
- -4.33%
- Median Drawdown P
- -3.07%
- Max Drawdown Duration P
- 22 mo
- Average Drawdown Duration P
- 11 mo
- Return / Max Drawdown P
- 0.27
- Return / Avg Drawdown P
- 1.16
- Ulcer Index P
- 6.32%
- Positive Rolling Periods % P
- 63.41%
- Return Stability Score P
- 28.07
- Return Persistence P
- 0.13
- Worst Rolling 12M Return P
- -9.53%
- Best Rolling 12M Return P
- 20.08%
- Maximum Monthly Loss P
- -9.70%
- Worst 3-Month Period P
- -13.86%
- Worst 6-Month Period P
- -18.41%
- Return Smoothness Index P
- 21.46
- Pain Adjusted Return P
- 1.16%
- Worst Case Investor Entry P
- -9.53%
- Capital Preservation Score P
- 81.59%
- Aggressiveness Score P
- 3.56%
- Recovery Efficiency P
- 0.15
- Downside Volatility R
- 8.05%
- Upside Volatility R
- 7.03%
- Time in Drawdown % R
- 75.61%
- VaR 95% R
- -5.39%
- VaR 99% R
- -7.82%
- CVaR 95% R
- -7.86%
- CVaR 99% R
- -9.70%
- Semi Variance R
- 0.0005
- Volatility of Drawdowns R
- 4.24%
- CAGR per Unit Drawdown R
- 0.27
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -0.23%
- Return Skewness C
- -0.37
- Return Kurtosis C
- 0.45
- Coefficient of Variation C
- 7.59
- Calmar Ratio C
- 0.27
- Sterling Ratio C
- 0.27
- Burke Ratio C
- 0.22
Filings
Month-end SEBI filings. Missing months stay blank.
Approach 1 (Elite Oppurtunity ) performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Approach 1 (Elite Oppurtunity ) performed?
- Approach 1 (Elite Oppurtunity ) (Elite Wealth Limited) shows CAGR 5.00% and max drawdown -18.41% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Approach 1 (Elite Oppurtunity ) CAGR / max drawdown?
- CAGR is 5.00%; max drawdown is -18.41%. We only publish CAGR when there are enough months (≥12 on this track of 41 months). Learn more
- Where do Approach 1 (Elite Oppurtunity ) returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Approach 1 (Elite Oppurtunity )?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more