Strategy performance
Research Picks I Portfolio Approach
Whiteoak Capital Asset Management Limited · AUM ₹0.40 Cr · as of Aug 2026
Our read
₹100 grew to ₹160.3 since inception (+13.4% CAGR), with a max drawdown of −18.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+12.3%
Since inception
+13.4%
Max drawdown
−18.2%
Volatility
+14.9%
Peer position
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Performance
Research Picks I Portfolio Approach₹160.3Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.5% | −2.9% | −9.7% | +10.1% | +2.3% | +4.5% | +6.4% | +2.2% | +8.4% | ||||
| 2025 | −6.4% | −7.6% | +7.2% | +0.9% | +3.8% | +4.3% | −5.3% | −1.6% | −1.9% | +6.2% | +0.9% | −1.3% | −2.2% |
| 2024 | −1.2% | +0.9% | −0.9% | −0.2% | −0.8% | +7.7% | +6.0% | +3.0% | +5.8% | −4.5% | +3.2% | +0.4% | +20.5% |
| 2023 | −2.7% | −0.6% | −0.4% | +5.6% | +5.4% | +3.0% | +1.3% | +0.9% | +0.6% | −1.2% | +4.8% | +6.5% | +25.4% |
| 2022 | 0.0% | 0.0% |
Metrics
Tearsheet- 1M return
- +2.2%
- 3M return
- +13.6%
- 6M return
- +15.6%
- 1Y return
- +12.5%
- 2Y CAGR
- +5.4%
- 3Y CAGR
- +12.3%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +13.4%
- Total return
- +60.3%
- Average month
- +1.1%
- Median month
- +0.9%
- Average up month
- +4.0%
- Best month
- +10.1%
- Best rolling 12M
- +34.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
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