Know Your PMS · Monthly tearsheet
WHITE TRUFFLE 6
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
21.30%
Total return
33.60%
Max drawdown
-8.97%
Sharpe
1.16
Sortino
1.52
Calmar
2.38
Win months
61.11%
Best / worst month
10.1% / -7.5%
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 | -1.73% | -2.09% | -3.78% | 9.59% | 5.26% | 6.35% | 10.05% | – | – | – | – | – | 24.99% |
2022 | – | -7.52% | 1.85% | 2.20% | -5.19% | 0.38% | 9.17% | 5.12% | -2.44% | 1.51% | 4.40% | -1.67% | 6.89% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 8.97% | 5 mo |
| Feb_2022 | May_2022 | Jul_2022 | 8.73% | 5 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 2.44% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
17.52%
Downside deviation
13.97%