Know Your PMS · Monthly tearsheet
WHITE OAK INDIA EQUITY PORTFOLIO FPI
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_202432 months filed
CAGR
9.58%
Total return
27.63%
Max drawdown
-18.74%
Sharpe
0.74
Sortino
0.81
Calmar
0.51
Win months
59.38%
Best / worst month
10.5% / -5.8%
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 | 0.48% | 2.46% | -0.18% | – | – | – | – | – | – | – | – | – | 2.77% |
2023 | -3.10% | -2.42% | -0.77% | 4.65% | 5.49% | 4.40% | 2.86% | 0.83% | 0.83% | -2.35% | 6.74% | 5.04% | 23.81% |
2022 | -3.38% | -5.05% | 2.96% | -3.25% | -5.61% | -5.80% | 10.46% | 4.78% | -1.13% | 3.18% | 1.04% | -3.72% | -6.67% |
2021 | – | – | – | – | – | – | – | 5.29% | 1.11% | 0.10% | -1.49% | 2.38% | 7.48% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Jun_2023 | 18.74% | 17 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.35% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.49% | 1 mo |
| Mar_2024 | Mar_2024 | Ongoing | 0.18% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
13.33%
Downside deviation
11.83%