Know Your PMS · Monthly tearsheet
Oaklane Be-spoke-Equity
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_202641 months filedBM: BSE500(TRI)BM: BSE500TRIBM: Benchmark
CAGR
22.09%
Total return
97.79%
Max drawdown
-14.71%
Sharpe
1.49
Sortino
1.95
Calmar
1.50
Win months
65.85%
Best / worst month
11.7% / -6.7%
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 | -4.05% | 0.99% | -6.70% | 11.67% | 2.47% | 6.35% | 0.81% | 2.93% | – | – | – | – | 14.15% |
2025 | -4.18% | -5.61% | 6.11% | 2.51% | 6.86% | 3.16% | -2.94% | -0.13% | 1.95% | 3.52% | -1.92% | -1.48% | 7.21% |
2024 | 3.50% | -1.84% | -0.23% | 7.96% | 3.78% | 5.67% | 2.30% | -0.39% | 0.89% | -3.98% | 0.04% | -1.83% | 16.34% |
2023 | – | – | – | 2.63% | 3.14% | 5.16% | 6.27% | 0.44% | 2.50% | -1.55% | 8.03% | 7.25% | 38.92% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jun_2025 | 14.71% | 8 mo |
| Nov_2025 | Mar_2026 | Jun_2026 | 12.64% | 7 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 3.07% | 3 mo |
| Feb_2024 | Mar_2024 | Apr_2024 | 2.07% | 2 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.55% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
13.98%
Downside deviation
11.34%