Watch
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 2 (Elite Value) 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: 46 months
Trailing return from filed months
- 1Y
- -14.52%
- 3Y
- Not reported
- 5Y
- Needs 60 months
- CAGR
- 2.44%
- Max DD
- -22.10%
- Calmar
- 0.11
- Track
- 46 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)
6.68%
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
9.67%
Annualised Return
2.44%
Hit Rate
52.17%
Maximum Drawdown
-22.10%
Annualised Volatility
14.57%
Sharpe Ratio
0.24
Sortino Ratio
0.17
Consistency Score
52.2%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 14.77%
- Worst Year Return P
- -22.10%
- Median Annual Return P
- 6.43%
- Average Monthly Return P
- 0.29%
- Geometric Mean Return P
- 0.20%
- Average Drawdown P
- -6.07%
- Median Drawdown P
- -4.44%
- Max Drawdown Duration P
- 14 mo
- Average Drawdown Duration P
- 6 mo
- Return / Max Drawdown P
- 0.11
- Return / Avg Drawdown P
- 0.40
- Ulcer Index P
- 8.64%
- Positive Rolling Periods % P
- 58.70%
- Return Stability Score P
- 23.78
- Return Persistence P
- 0.30
- Worst Rolling 12M Return P
- -14.52%
- Best Rolling 12M Return P
- 29.45%
- Maximum Monthly Loss P
- -8.78%
- Worst 3-Month Period P
- -14.32%
- Worst 6-Month Period P
- -22.10%
- Return Smoothness Index P
- 20.22
- Pain Adjusted Return P
- 0.40%
- Worst Case Investor Entry P
- -14.52%
- Capital Preservation Score P
- 77.90%
- Aggressiveness Score P
- 4.20%
- Recovery Efficiency P
- 0.11
- Downside Volatility R
- 8.58%
- Upside Volatility R
- 8.14%
- Time in Drawdown % R
- 76.09%
- VaR 95% R
- -6.63%
- VaR 99% R
- -9.49%
- CVaR 95% R
- -8.37%
- CVaR 99% R
- -9.49%
- Semi Variance R
- 0.0006
- Volatility of Drawdowns R
- 6.18%
- CAGR per Unit Drawdown R
- 0.11
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -22.10%
- Return Skewness C
- -0.13
- Return Kurtosis C
- -0.72
- Coefficient of Variation C
- 14.62
- Calmar Ratio C
- 0.11
- Sterling Ratio C
- 0.11
- Burke Ratio C
- 0.07
Filings
Month-end SEBI filings. Missing months stay blank.
Approach 2 (Elite Value) performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Approach 2 (Elite Value) performed?
- Approach 2 (Elite Value) (Elite Wealth Limited) shows CAGR 2.44% and max drawdown -22.10% 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 2 (Elite Value) CAGR / max drawdown?
- CAGR is 2.44%; max drawdown is -22.10%. We only publish CAGR when there are enough months (≥12 on this track of 46 months). Learn more
- Where do Approach 2 (Elite Value) 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 2 (Elite Value)?
- 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