Know Your PMS · Monthly tearsheet
TRUFFLE INVESTMENT 8
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
21.64%
Total return
34.16%
Max drawdown
-10.22%
Sharpe
1.14
Sortino
1.40
Calmar
2.12
Win months
61.11%
Best / worst month
11.1% / -8.8%
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 | -1.76% | -0.99% | -3.35% | 9.63% | 5.68% | 5.14% | 11.07% | – | – | – | – | – | 27.19% |
2022 | – | -8.76% | 1.36% | 3.32% | -6.04% | 0.84% | 9.05% | 4.76% | -2.09% | 1.65% | 5.14% | -2.54% | 5.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2022 | May_2022 | Aug_2022 | 10.22% | 6 mo |
| Dec_2022 | Mar_2023 | Apr_2023 | 8.38% | 4 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 2.09% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
18.32%
Downside deviation
15.46%