Know Your PMS · Monthly tearsheet

WHITE TRUFFLE TOP UP

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
Strategy page
CAGR
17.80%
Total return
27.85%
Max drawdown
-11.28%
Sharpe
0.97
Sortino
1.30
Calmar
1.58
Win months
55.56%
Best / worst month
10.5% / -7.2%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2023
-2.47%-2.77%-5.00%10.51%4.83%6.57%9.19%–––––21.44%
2022
–-7.18%1.79%2.64%-5.01%-1.09%9.87%5.66%-2.37%2.00%1.49%-1.52%5.28%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Dec_2022Mar_2023May_202311.28%5 mo
Feb_2022Jun_2022Jul_20228.89%5 mo
Sep_2022Sep_2022Nov_20222.37%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
18.09%
Downside deviation
13.67%