Know Your PMS · Monthly tearsheet
White Whale North Star Portfolio
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 Sep_202668 months filedBM: NIFTY50TRIBM: Nifty 50 TRIBM: Benchmark
CAGR
10.66%
Total return
77.56%
Max drawdown
-21.58%
Sharpe
0.72
Sortino
0.72
Calmar
0.49
Win months
61.76%
Best / worst month
13.2% / -12.2%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -6.54% | -1.33% | -12.15% | 11.66% | 0.95% | 7.65% | 3.45% | 1.86% | -5.63% | – | – | – | -2.25% |
2025 | -4.33% | -6.37% | 7.55% | 5.23% | 2.57% | 2.92% | 2.64% | 0.47% | -1.82% | 5.74% | 0.77% | -3.20% | 11.76% |
2024 | 1.25% | -4.03% | 0.94% | 0.41% | -1.59% | 6.69% | 1.44% | 2.57% | 3.76% | -3.59% | -0.46% | 0.35% | 7.51% |
2023 | -5.65% | -1.16% | -2.61% | 4.54% | 4.62% | 4.86% | 0.56% | -1.61% | 1.75% | -0.77% | 4.64% | 5.44% | 14.80% |
2022 | -4.13% | -4.80% | 2.79% | -0.68% | -4.02% | -5.41% | 13.21% | 7.09% | -1.09% | 0.66% | 0.93% | -3.87% | -0.93% |
2021 | – | 5.35% | 0.71% | 1.40% | 2.70% | 2.74% | 2.53% | 9.74% | 6.49% | 1.25% | -1.64% | -1.87% | 32.92% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Aug_2026 | 21.58% | 8 mo |
| Nov_2021 | Jun_2022 | Jul_2023 | 18.35% | 20 mo |
| Oct_2024 | Feb_2025 | May_2025 | 13.74% | 7 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.63% | 1 mo · open |
| Feb_2024 | May_2024 | Jun_2024 | 4.28% | 4 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
9 mo
Longest loss streak
4 mo
Ann. volatility
15.63%
Downside deviation
14.89%