Know Your PMS · Monthly tearsheet
WHITE TRUFFLE
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_202650 months filedBM: S and P BSE 500BM: BSE500TRIBM: Benchmark
CAGR
26.74%
Total return
168.37%
Max drawdown
-20.51%
Sharpe
1.41
Sortino
1.88
Calmar
1.30
Win months
62.00%
Best / worst month
14.1% / -11.0%
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 | -4.78% | 1.21% | -6.92% | 14.09% | 5.71% | 8.37% | -0.79% | 7.99% | -1.79% | – | – | – | 23.36% |
2025 | -7.23% | -10.97% | 7.33% | 0.08% | 5.88% | 2.64% | 2.04% | -1.90% | -1.10% | 7.10% | 1.08% | -3.70% | -0.49% |
2024 | 0.48% | 6.88% | -3.12% | 9.41% | -0.11% | 8.77% | 6.40% | 6.40% | 3.19% | -0.26% | 2.45% | -3.76% | 42.09% |
2023 | – | – | – | – | – | – | – | 4.73% | -0.15% | -4.22% | 7.68% | 4.34% | 12.53% |
2022 | -2.42% | – | – | – | – | – | – | – | – | – | – | – | -2.42% |
2021 | – | 4.17% | -0.68% | 5.31% | 8.23% | 13.25% | 0.86% | 4.08% | 1.97% | 1.66% | -2.37% | -1.24% | 40.12% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2024 | Feb_2025 | May_2026 | 20.51% | 17 mo |
| Nov_2021 | Jan_2022 | Nov_2023 | 5.91% | 6 mo |
| Mar_2024 | Mar_2024 | Apr_2024 | 3.12% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 1.79% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.79% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
7 mo
Longest loss streak
3 mo
Ann. volatility
17.91%
Downside deviation
14.24%