Our read
₹100 grew to ₹109.7 since inception (+2.4% CAGR), behind its filed benchmark on the same window, with a max drawdown of −22.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+2.8%
−6.9% vs benchmark
Since inception
+2.4%
Max drawdown
−22.1%
Volatility
+14.6%
Peer position
Loading peer ranks…
Performance
Approach 2 (Elite Value)₹109.7Jun 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.7% | −1.6% | −5.0% | −5.0% | −5.0% | −5.0% | −22.1% | ||||||
| 2025 | −3.2% | −8.8% | +4.3% | +6.8% | +4.1% | +2.2% | −0.1% | −0.8% | +2.5% | +3.8% | +4.0% | +0.1% | +14.8% |
| 2024 | −0.7% | +1.3% | +1.2% | +4.0% | −0.4% | +7.0% | +3.5% | −0.3% | +4.0% | −5.2% | −1.5% | +0.1% | +13.1% |
| 2023 | −2.4% | −2.9% | −2.2% | +0.3% | +2.8% | −5.5% | +4.8% | +7.6% | +1.9% | ||||
| 2022 | −4.9% | +5.4% | +7.4% | +6.0% | −1.1% | +0.6% | +1.8% | −8.0% | +6.4% |
Metrics
Tearsheet- 1M return
- −5.0%
- 3M return
- −14.3%
- 6M return
- −22.1%
- 1Y return
- −14.5%
- 2Y CAGR
- −5.4%
- 3Y CAGR
- +2.8%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +2.4%
- Total return
- +9.7%
- Average month
- +0.3%
- Median month
- +0.1%
- Average up month
- +3.6%
- Best month
- +7.6%
- Best rolling 12M
- +29.4%
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 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