Since 1y 4mShort track · Mar 2024Dormant
Strategy performance
WHITEOAK INDIA BUSINESS LEADERS PMS
White Oak Capital Management Consultants LLP · AUM Not reported · as of Mar 2024
Our read
₹100 grew to ₹118.8 since inception (+13.8% CAGR), with a max drawdown of −8.4%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+13.8%
Max drawdown
−8.4%
Volatility
+10.8%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
WHITEOAK INDIA BUSINESS LEADERS PMS₹118.8Mar 24
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | −0.8% | +2.0% | +1.4% | +2.7% | |||||||||
| 2023 | −3.3% | −2.0% | −0.1% | +5.0% | +4.4% | +4.0% | +2.1% | −0.6% | +0.3% | −2.4% | +5.7% | +5.6% | +19.6% |
| 2022 | −3.3% | −3.3% |
Metrics
Tearsheet- 1M return
- +1.5%
- 3M return
- +2.7%
- 6M return
- +11.8%
- 1Y return
- +29.7%
- 2Y CAGR
- Needs 24 months
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +13.8%
- Total return
- +18.8%
- Average month
- +1.1%
- Median month
- +0.9%
- Average up month
- +3.4%
- Best month
- +5.7%
- Best rolling 12M
- +29.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Mar 2024. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
WHITEOAK INDIA BUSINESS LEADERS PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WHITEOAK INDIA BUSINESS LEADERS PMS performed?
- WHITEOAK INDIA BUSINESS LEADERS PMS (White Oak Capital Management Consultants LLP) shows CAGR 13.81% and max drawdown -8.42% 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 WHITEOAK INDIA BUSINESS LEADERS PMS CAGR / max drawdown?
- CAGR is 13.81%; max drawdown is -8.42%. We only publish CAGR when there are enough months (≥12 on this track of 16 months). Learn more
- Where do WHITEOAK INDIA BUSINESS LEADERS PMS 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 WHITEOAK INDIA BUSINESS LEADERS PMS?
- 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