Strategy performance
Structured Product Series 6(SHR Lifestyle)
Oaks Asset Management Private Limited · AUM ₹16.5 Cr · as of Jul 2026
Our read
₹100 grew to ₹93.2 since inception (−1.3% CAGR), behind its filed benchmark on the same window, with a max drawdown of −33.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+11.6%
−3.9% vs benchmark
Since inception
−1.3%
Max drawdown
−33.6%
Volatility
+22.0%
Peer position
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Performance
Structured Product Series 6(SHR Lifestyle)₹93.2Jul 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.0% | 0.0% | −0.5% | 0.0% | 0.0% | −0.5% | 0.0% | −1.0% | |||||
| 2025 | 0.0% | 0.0% | −0.5% | 0.0% | 0.0% | +41.7% | 0.0% | 0.0% | −0.5% | 0.0% | 0.0% | −0.5% | +39.6% |
| 2024 | 0.0% | 0.0% | +0.7% | 0.0% | 0.0% | −0.5% | 0.0% | +1.2% | −0.5% | +1.2% | 0.0% | −0.5% | +1.6% |
| 2023 | 0.0% | −29.5% | −0.6% | 0.0% | 0.0% | −0.5% | 0.0% | 0.0% | −0.5% | +0.0% | +0.0% | −0.5% | −30.9% |
| 2022 | 0.0% | 0.0% | −0.5% | 0.0% | 0.0% | −0.5% | 0.0% | 0.0% | −0.5% | 0.0% | 0.0% | −0.5% | −2.0% |
| 2021 | +0.0% | −0.5% | +0.0% | +0.0% | −0.5% | 0.0% | 0.0% | −0.5% | 0.0% | 0.0% | −0.5% | −1.9% |
Metrics
Tearsheet- 1M return
- 0.0%
- 3M return
- −0.5%
- 6M return
- −1.0%
- 1Y return
- −2.0%
- 2Y CAGR
- +18.4%
- 3Y CAGR
- +11.6%
- 5Y CAGR
- −1.2%
- Since-inception CAGR
- −1.3%
- Total return
- −6.8%
- Average month
- +0.1%
- Median month
- 0.0%
- Average up month
- +5.0%
- Best month
- +41.7%
- Best rolling 12M
- +42.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Jul 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Structured Product Series 6(SHR Lifestyle) performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Structured Product Series 6(SHR Lifestyle) performed?
- Structured Product Series 6(SHR Lifestyle) (Oaks Asset Management Private Limited) shows CAGR -1.28% and max drawdown -33.62% 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 Structured Product Series 6(SHR Lifestyle) CAGR / max drawdown?
- CAGR is -1.28%; max drawdown is -33.62%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Structured Product Series 6(SHR Lifestyle) 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 Structured Product Series 6(SHR Lifestyle)?
- 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