Since 1y 6mShort track · Jul 2023Dormant
Strategy performance
WHITE TRUFFLE 5
Ghalla Bhansali Stock Brokers Private Limited · AUM Not reported · as of Jul 2023
Our read
₹100 grew to ₹135.3 since inception (+22.3% CAGR), with a max drawdown of −11.1%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+22.3%
Max drawdown
−11.1%
Volatility
+18.8%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
WHITE TRUFFLE 5₹135.3Jul 23
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | −2.5% | −3.0% | −3.8% | +10.1% | +4.7% | +6.4% | +10.7% | +23.4% | |||||
| 2022 | −7.1% | +1.5% | +2.4% | −4.9% | +1.2% | +9.6% | +5.6% | −2.4% | +1.1% | +5.6% | −2.3% | +9.6% |
Metrics
Tearsheet- 1M return
- +10.7%
- 3M return
- +23.3%
- 6M return
- +26.6%
- 1Y return
- +32.8%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +22.3%
- Total return
- +35.3%
- Average month
- +1.8%
- Median month
- +1.4%
- Average up month
- +5.4%
- Best month
- +10.7%
- Best rolling 12M
- +32.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jul 2023. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
WHITE TRUFFLE 5 performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WHITE TRUFFLE 5 performed?
- WHITE TRUFFLE 5 (Ghalla Bhansali Stock Brokers Private Limited) shows CAGR 22.32% and max drawdown -11.12% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is WHITE TRUFFLE 5 CAGR / max drawdown?
- CAGR is 22.32%; max drawdown is -11.12%. We only publish CAGR when there are enough months (≥12 on this track of 18 months). Learn more
- Where do WHITE TRUFFLE 5 returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite WHITE TRUFFLE 5?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more