Strategy performance
Oaklane Be-spoke-Equity
Oaklane Capital Management LLP · AUM ₹5,717 Cr · as of Aug 2026
Our read
₹100 grew to ₹197.8 since inception (+22.1% CAGR), with a max drawdown of −14.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+18.5%
Since inception
+22.1%
Max drawdown
−14.7%
Volatility
+14.1%
Peer position
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Performance
Oaklane Be-spoke-Equity₹197.8Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.0% | +1.0% | −6.7% | +11.7% | +2.5% | +6.3% | +0.8% | +2.9% | +14.2% | ||||
| 2025 | −4.2% | −5.6% | +6.1% | +2.5% | +6.9% | +3.2% | −2.9% | −0.1% | +1.9% | +3.5% | −1.9% | −1.5% | +7.2% |
| 2024 | +3.5% | −1.8% | −0.2% | +8.0% | +3.8% | +5.7% | +2.3% | −0.4% | +0.9% | −4.0% | +0.0% | −1.8% | +16.3% |
| 2023 | +2.6% | +3.1% | +5.2% | +6.3% | +0.4% | +2.5% | −1.6% | +8.0% | +7.3% | +38.9% |
Metrics
Tearsheet- 1M return
- +2.9%
- 3M return
- +10.4%
- 6M return
- +17.8%
- 1Y return
- +16.4%
- 2Y CAGR
- +7.9%
- 3Y CAGR
- +18.5%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +22.1%
- Total return
- +97.8%
- Average month
- +1.8%
- Median month
- +2.3%
- Average up month
- +4.0%
- Best month
- +11.7%
- Best rolling 12M
- +49.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Oaklane Be-spoke-Equity performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Oaklane Be-spoke-Equity performed?
- Oaklane Be-spoke-Equity (Oaklane Capital Management LLP) shows CAGR 22.09% and max drawdown -14.71% 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 Oaklane Be-spoke-Equity CAGR / max drawdown?
- CAGR is 22.09%; max drawdown is -14.71%. We only publish CAGR when there are enough months (≥12 on this track of 41 months). Learn more
- Where do Oaklane Be-spoke-Equity 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 Oaklane Be-spoke-Equity?
- 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