Know Your PMS · Monthly tearsheet
WHITE TRUFFLE 1
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
21.33%
Total return
33.64%
Max drawdown
-10.76%
Sharpe
1.18
Sortino
1.60
Calmar
1.98
Win months
61.11%
Best / worst month
9.7% / -6.4%
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 | -2.42% | -2.72% | -3.71% | 9.74% | 5.07% | 6.35% | 8.63% | – | – | – | – | – | 21.76% |
2022 | – | -6.44% | 3.84% | 2.07% | -4.59% | 0.12% | 9.59% | 4.58% | -2.83% | 0.65% | 5.88% | -2.37% | 9.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 10.76% | 5 mo |
| Feb_2022 | Feb_2022 | Jul_2022 | 6.44% | 5 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 2.83% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
17.33%
Downside deviation
13.30%