Know Your PMS · Monthly tearsheet
WHITE TRUFFLE 7
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
22.49%
Total return
35.57%
Max drawdown
-9.34%
Sharpe
1.19
Sortino
1.61
Calmar
2.41
Win months
61.11%
Best / worst month
10.3% / -7.6%
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 | -1.93% | -2.22% | -3.69% | 9.61% | 5.29% | 6.35% | 10.34% | – | – | – | – | – | 25.07% |
2022 | – | -7.58% | 1.48% | 2.28% | -4.96% | 0.59% | 9.93% | 5.73% | -2.61% | 1.50% | 4.80% | -1.84% | 8.39% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 9.34% | 5 mo |
| Feb_2022 | May_2022 | Jul_2022 | 8.83% | 5 mo |
| Sep_2022 | Sep_2022 | Nov_2022 | 2.61% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
18.00%
Downside deviation
14.01%