Know Your PMS · Monthly tearsheet
WHITEOAK INDIA BUSINESS LEADERS 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 Mar_202416 months filed
CAGR
13.81%
Total return
18.82%
Max drawdown
-8.42%
Sharpe
1.25
Sortino
1.85
Calmar
1.64
Win months
56.25%
Best / worst month
5.7% / -3.3%
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 | -0.80% | 2.05% | 1.45% | – | – | – | – | – | – | – | – | – | 2.70% |
2023 | -3.25% | -2.05% | -0.08% | 4.95% | 4.44% | 3.97% | 2.07% | -0.59% | 0.31% | -2.42% | 5.65% | 5.64% | 19.62% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -3.28% | -3.28% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2022 | Mar_2023 | May_2023 | 8.41% | 5 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.69% | 3 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.80% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
10.48%
Downside deviation
7.45%