Know Your PMS · Monthly tearsheet
WhiteOak Capital Research Select Equity Portfolio
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: BenchmarkBM: BSE500TRIBM: BSE 500 TRI
CAGR
6.10%
Total return
15.38%
Max drawdown
-15.71%
Sharpe
0.46
Sortino
0.37
Calmar
0.39
Win months
55.17%
Best / worst month
9.6% / -11.0%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -3.03% | -0.36% | -11.00% | 9.64% | -0.33% | 2.33% | 2.78% | 0.46% | – | – | – | – | -0.71% |
2025 | -3.96% | -7.42% | 7.89% | 2.81% | 3.84% | 4.03% | -2.50% | -1.90% | 0.68% | 4.12% | 0.82% | -1.98% | 5.57% |
2024 | – | – | – | 0.00% | 0.00% | 7.04% | 3.82% | 1.75% | 2.61% | -5.52% | 1.77% | -1.33% | 10.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 15.71% | 9 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 15.64% | 8 mo |
| Jul_2025 | Aug_2025 | Oct_2025 | 4.35% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
14.95%
Downside deviation
16.42%