Know Your PMS · Monthly tearsheet
WHITE OAK INDIA DIGITAL LEADERS
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 Mar_202427 months filed
CAGR
4.39%
Total return
10.14%
Max drawdown
-19.56%
Sharpe
0.34
Sortino
0.28
Calmar
0.22
Win months
51.85%
Best / worst month
12.3% / -7.8%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.73% | 3.60% | -0.29% | – | – | – | – | – | – | – | – | – | 2.55% |
2023 | -4.80% | 0.23% | -1.65% | 4.47% | 6.61% | 4.32% | 1.67% | 0.45% | 1.07% | -2.68% | 7.64% | 4.73% | 23.47% |
2022 | 0.00% | -6.60% | 5.28% | -4.19% | -7.43% | -7.76% | 12.33% | 3.33% | -2.47% | 1.04% | -1.03% | -4.48% | -13.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2022 | Jun_2022 | Nov_2023 | 19.56% | 21 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.73% | 1 mo |
| Mar_2024 | Mar_2024 | Ongoing | 0.29% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
3 mo
Ann. volatility
16.38%
Downside deviation
15.41%