Watch
A lot of bounce, little payoff
Vol ran at +16.6% annualised while Sharpe stayed at -0.17. You sat through noise that barely showed up in the result.
Truffle Investment 7 Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Ghalla Bhansali Stock Brokers Private Limited
Age: 14 months
Trailing return from filed months
- 1Y
- 2.48%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- -4.01%
- Max DD
- -10.89%
- Calmar
- -0.37
- Track
- 14 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.
Read of the numbers
Reported metrics only · not advice
Strength
Shallow peak-to-trough
Worst drop was -10.9%. Typical drawdowns ran nearer -2.9%. Milder than most equity PMS paths on file.
Watch
Wins cluster in fewer months
Hit rate is only +42.9%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 57% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-4.66%
Annualised Return
-4.01%
Hit Rate
42.86%
Maximum Drawdown
-10.89%
Annualised Volatility
16.59%
Sharpe Ratio
-0.17
Sortino Ratio
-0.28
Consistency Score
42.9%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 2.74%
- Worst Year Return P
- -7.20%
- Median Annual Return P
- -2.23%
- Average Monthly Return P
- -0.23%
- Geometric Mean Return P
- -0.34%
- Average Drawdown P
- -2.92%
- Median Drawdown P
- -2.77%
- Max Drawdown Duration P
- 4 mo
- Average Drawdown Duration P
- 4 mo
- Time to Recovery P
- 6 mo
- Return / Max Drawdown P
- -0.37
- Return / Avg Drawdown P
- -1.37
- Ulcer Index P
- 6.11%
- Positive Rolling Periods % P
- 21.43%
- Return Stability Score P
- 20.88
- Return Persistence P
- 0.00
- Worst Rolling 12M Return P
- 0.76%
- Best Rolling 12M Return P
- 8.19%
- Maximum Monthly Loss P
- -8.09%
- Worst 3-Month Period P
- -7.20%
- Worst 6-Month Period P
- -3.78%
- Return Smoothness Index P
- 15.30
- Pain Adjusted Return P
- -1.37%
- Worst Case Investor Entry P
- 0.76%
- Capital Preservation Score P
- 89.11%
- Aggressiveness Score P
- 4.79%
- Recovery Efficiency P
- -0.37
- Downside Volatility R
- 7.45%
- Upside Volatility R
- 11.73%
- Time in Drawdown % R
- 57.14%
- VaR 95% R
- -8.11%
- VaR 99% R
- -11.38%
- CVaR 95% R
- -8.11%
- CVaR 99% R
- -11.38%
- Semi Variance R
- 0.0005
- Volatility of Drawdowns R
- 3.15%
- CAGR per Unit Drawdown R
- -0.37
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -7.20%
- Return Skewness C
- 0.59
- Return Kurtosis C
- 0.17
- Coefficient of Variation C
- -20.38
- Calmar Ratio C
- -0.37
- Sterling Ratio C
- -0.37
- Burke Ratio C
- -0.26
Filings
Month-end SEBI filings. Missing months stay blank.
TRUFFLE INVESTMENT 7 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has TRUFFLE INVESTMENT 7 performed?
- TRUFFLE INVESTMENT 7 (Ghalla Bhansali Stock Brokers Private Limited) shows CAGR -4.01% and max drawdown -10.89% 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 TRUFFLE INVESTMENT 7 CAGR / max drawdown?
- CAGR is -4.01%; max drawdown is -10.89%. We only publish CAGR when there are enough months (≥12 on this track of 14 months). Learn more
- Where do TRUFFLE INVESTMENT 7 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 TRUFFLE INVESTMENT 7?
- 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