Know Your PMS · Monthly tearsheet

TRUFFLE INVESTMENT 10

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
18.64%
Total return
29.23%
Max drawdown
-10.61%
Sharpe
1.05
Sortino
1.37
Calmar
1.76
Win months
61.11%
Best / worst month
9.9% / -6.2%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2023
-1.67%-2.57%-4.34%9.80%4.25%5.21%9.86%–––––21.25%
2022
–-6.19%0.70%2.38%-5.59%0.42%9.78%5.26%-1.90%1.55%3.52%-2.46%6.58%

Worst drawdown episodes

Duration in months · month-end marks

StartTroughEndDepthLength
Dec_2022Mar_2023May_202310.61%5 mo
Feb_2022May_2022Jul_20228.69%5 mo
Sep_2022Sep_2022Nov_20221.90%2 mo

Consistency (monthly)

Derived from filed monthlies

Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
17.26%
Downside deviation
13.57%