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
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
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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%