Know Your PMS · Monthly tearsheet
TRUFFLE INVESTMENT 10
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Jul_202318 months filed
CAGR
18.64%
Total return
29.23%
Max drawdown
-10.61%
Sharpe
1.05
Sortino
1.37
Calmar
1.76
Win months
61.11%
Best / worst month
9.9% / -6.2%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -1.67% | -2.57% | -4.34% | 9.80% | 4.25% | 5.21% | 9.86% | – | – | – | – | – | 21.25% |
2022 | – | -6.19% | 0.70% | 2.38% | -5.59% | 0.42% | 9.78% | 5.26% | -1.90% | 1.55% | 3.52% | -2.46% | 6.58% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 10.61% | 5 mo |
| Feb_2022 | May_2022 | Jul_2022 | 8.69% | 5 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 1.90% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
17.26%
Downside deviation
13.57%