Know Your PMS · Monthly tearsheet

Oaklane Be-spoke-Debt

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 Aug_202617 months filedBM: BenchmarkBM: Nifty Medium to Long Duration Debt IndexBM: NiftyMediumtoLongDurationDebtIndex
Strategy page
CAGR
5.36%
Total return
7.67%
Max drawdown
0.00%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
94.12%
Best / worst month
0.7% / 0.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.55%0.15%0.51%0.67%0.50%0.36%0.51%0.53%––––3.84%
2025
–––0.00%0.62%0.48%0.48%0.34%0.45%0.57%0.55%0.14%3.69%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
16 mo
Longest loss streak
0 mo
Ann. volatility
0.61%
Downside deviation
0.00%