Oaks Asset Management Private LimitedStrategyTearsheet

Know Your PMS · Monthly tearsheet

Structured Product Series 1 (Just Buy Live)

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 Jun_202665 months filedBM: BenchmarkBM: NIFTY50TRIBM: NIFTY50(TRI)
Strategy page
CAGR
11.17%
Total return
77.43%
Max drawdown
0.00%
Sharpe
0.96
Sortino
Not reported
Calmar
Not reported
Win months
73.85%
Best / worst month
23.8% / 0.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%0.00%0.00%0.00%0.00%––––––0.00%
2025
0.30%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.30%
2024
0.56%0.52%0.56%0.54%0.56%0.54%0.54%0.54%0.53%0.54%0.52%0.56%6.71%
2023
0.52%0.30%0.65%0.50%0.58%0.53%0.54%0.54%0.54%0.56%0.55%0.56%6.56%
2022
0.37%0.31%23.83%0.28%0.35%0.36%0.41%0.43%0.44%0.51%0.47%0.51%29.44%
2021
–0.28%0.74%0.32%0.34%0.32%0.32%14.14%1.85%0.33%0.34%0.35%20.19%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
48 mo
Longest loss streak
0 mo
Ann. volatility
11.57%
Downside deviation
0.00%