Know Your PMS · Monthly tearsheet
WHITE OAK INDIA DIGITAL LEADERS
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_202656 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
7.66%
Total return
41.12%
Max drawdown
-24.21%
Sharpe
0.50
Sortino
0.45
Calmar
0.32
Win months
55.36%
Best / worst month
13.4% / -9.4%
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 | -5.22% | -8.31% | -9.39% | 13.36% | 1.98% | 2.69% | 7.88% | 6.46% | – | – | – | – | 7.36% |
2025 | -6.95% | -7.48% | 6.08% | 2.51% | 5.04% | 4.17% | -3.17% | -0.64% | -1.31% | 5.46% | -0.10% | -3.65% | -1.27% |
2024 | -0.73% | 3.60% | -0.29% | 1.14% | -2.49% | 9.44% | 4.80% | 2.93% | 4.21% | -5.40% | 3.60% | 1.66% | 23.96% |
2023 | -4.80% | 0.23% | -1.65% | 4.47% | 6.61% | 4.32% | 1.67% | 0.45% | 1.07% | -2.68% | 7.64% | 4.73% | 23.47% |
2022 | 0.00% | -6.60% | 5.28% | -4.19% | -7.43% | -7.76% | 12.33% | 3.33% | -2.47% | 1.04% | -1.03% | -4.48% | -13.01% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Nov_2025 | Mar_2026 | Aug_2026 | 24.21% | 9 mo |
| Feb_2022 | Jun_2022 | Nov_2023 | 19.56% | 21 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 14.23% | 8 mo |
| Jul_2025 | Sep_2025 | Oct_2025 | 5.05% | 3 mo |
| May_2024 | May_2024 | Jun_2024 | 2.49% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
17.88%
Downside deviation
17.13%