Know Your PMS · Monthly tearsheet
White Stone ValueEdge Fund
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_202610 months filedBM: BSE500TRIBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
-16.03%
Max drawdown
-27.30%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
44.44%
Best / worst month
18.4% / -12.9%
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 | -10.58% | -1.71% | -12.90% | 18.37% | -3.33% | 6.53% | 0.97% | 0.12% | -6.28% | – | – | – | -11.59% |
2025 | – | – | – | – | – | – | – | – | – | – | – | -5.03% | -5.03% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 27.30% | 10 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
4 mo
Ann. volatility
29.37%
Downside deviation
26.72%