Know Your PMS · Monthly tearsheet

WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM)

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 Aug_202629 months filedBM: BSE500TRIBM: BSE 500 TRI
Strategy page
CAGR
0.00%
Total return
0.00%
Max drawdown
0.00%
Sharpe
Not reported
Sortino
Not reported
Calmar
Not reported
Win months
0.00%
Best / worst month
0.0% / 0.0%

Monthly returns

Calendar heatmap · filed months only

Strategy Monthly Returns Data table
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDECYTD
2026
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%––––0.00%
2025
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
2024
–––0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Consistency (monthly)

Derived from filed monthlies

Longest win streak
0 mo
Longest loss streak
0 mo
Ann. volatility
0.00%
Downside deviation
0.00%