Know Your PMS · Monthly tearsheet
WHITE OAK INDIA TOP 200 PMS
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 Nov_202216 months filed
CAGR
4.89%
Total return
6.57%
Max drawdown
-17.49%
Sharpe
0.38
Sortino
0.37
Calmar
0.28
Win months
56.25%
Best / worst month
10.1% / -5.6%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -3.78% | -3.80% | 3.00% | -3.34% | -5.20% | -5.56% | 10.13% | 4.58% | -1.17% | 2.76% | 0.53% | – | -2.98% |
2021 | – | – | – | – | – | – | – | 6.40% | 1.46% | 0.14% | -1.70% | 3.37% | 9.85% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Ongoing | 17.49% | 11 mo · open |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.70% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
3 mo
Ann. volatility
14.83%
Downside deviation
13.23%