Strategy performance
Approach 1 (Elite Oppurtunity )
Elite Wealth Limited · AUM ₹0.00 Cr · as of Jun 2026
Our read
₹100 grew to ₹118.1 since inception (+5.0% CAGR), ahead of its filed benchmark on the same window, with a max drawdown of −18.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+6.6%
+0.8% vs benchmark
Since inception
+5.0%
Max drawdown
−18.4%
Volatility
+12.3%
Peer position
Loading peer ranks…
Performance
Approach 1 (Elite Oppurtunity )₹118.1Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.4% | +4.0% | 0.0% | 0.0% | 0.0% | 0.0% | +1.5% | ||||||
| 2025 | −2.0% | −9.7% | +6.2% | +1.1% | +6.2% | +1.4% | −2.8% | −1.3% | +2.0% | +3.5% | +1.5% | −0.4% | +4.7% |
| 2024 | +1.9% | +1.2% | +0.9% | +5.9% | +5.5% | +1.2% | −1.8% | −4.1% | +0.5% | −2.7% | +8.5% | ||
| 2023 | −1.9% | −2.7% | −0.5% | +2.4% | +2.5% | −0.2% | |||||||
| 2022 | −6.0% | −5.0% | +6.8% | +4.1% | −1.6% | +4.8% | +3.1% | −2.7% | +2.7% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- 0.0%
- 6M return
- +1.5%
- 1Y return
- +3.9%
- 2Y CAGR
- +2.3%
- 3Y CAGR
- +6.6%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +5.0%
- Total return
- +18.1%
- Average month
- +0.5%
- Median month
- +0.5%
- Average up month
- +3.2%
- Best month
- +6.8%
- Best rolling 12M
- +20.1%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jun 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
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