Watch
Often below a prior high
Roughly 64% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Research Picks I Portfolio Approach Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Whiteoak Capital Asset Management Limited
Age: 45 months
Trailing return from filed months
- 1Y
- 12.47%
- 3Y
- 12.33%
- 5Y
- Needs 60 months
- CAGR
- 13.41%
- Max DD
- -18.16%
- Calmar
- 0.74
- Track
- 45 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
11.84%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
60.31%
Annualised Return
13.41%
Hit Rate
57.78%
Maximum Drawdown
-18.16%
Annualised Volatility
14.86%
Sharpe Ratio
0.92
Sortino Ratio
0.98
Consistency Score
57.8%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 25.45%
- Worst Year Return P
- -2.16%
- Median Annual Return P
- 8.43%
- Average Monthly Return P
- 1.14%
- Geometric Mean Return P
- 1.05%
- Average Drawdown P
- -3.34%
- Median Drawdown P
- -1.44%
- Max Drawdown Duration P
- 12 mo
- Average Drawdown Duration P
- 6 mo
- Time to Recovery P
- 12 mo
- Return / Max Drawdown P
- 0.74
- Return / Avg Drawdown P
- 4.02
- Ulcer Index P
- 5.32%
- Positive Rolling Periods % P
- 62.22%
- Return Stability Score P
- 23.32
- Return Persistence P
- 0.08
- Worst Rolling 12M Return P
- -10.58%
- Best Rolling 12M Return P
- 34.18%
- Maximum Monthly Loss P
- -9.67%
- Worst 3-Month Period P
- -15.29%
- Worst 6-Month Period P
- -10.48%
- Return Smoothness Index P
- 17.04
- Pain Adjusted Return P
- 4.02%
- Worst Case Investor Entry P
- -10.58%
- Capital Preservation Score P
- 81.84%
- Aggressiveness Score P
- 4.29%
- Recovery Efficiency P
- 0.74
- Downside Volatility R
- 9.47%
- Upside Volatility R
- 9.02%
- Time in Drawdown % R
- 64.44%
- VaR 95% R
- -5.91%
- VaR 99% R
- -8.83%
- CVaR 95% R
- -7.91%
- CVaR 99% R
- -9.67%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 4.19%
- CAGR per Unit Drawdown R
- 0.74
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -2.16%
- Return Skewness C
- -0.29
- Return Kurtosis C
- -0.06
- Coefficient of Variation C
- 3.75
- Calmar Ratio C
- 0.74
- Sterling Ratio C
- 0.74
- Burke Ratio C
- 0.57
Filings
Month-end SEBI filings. Missing months stay blank.
Research Picks I Portfolio Approach performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Research Picks I Portfolio Approach performed?
- Research Picks I Portfolio Approach (Whiteoak Capital Asset Management Limited) shows CAGR 13.41% and max drawdown -18.16% 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 Research Picks I Portfolio Approach CAGR / max drawdown?
- CAGR is 13.41%; max drawdown is -18.16%. We only publish CAGR when there are enough months (≥12 on this track of 45 months). Learn more
- Where do Research Picks I Portfolio Approach 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 Research Picks I Portfolio Approach?
- 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